Credential Qtrade Securities’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Credential Qtrade Securities’s Portfolio SHV Stock Details SHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-22	Closed	-$2.43K	–	380
2023 Q3	$2.43K	Hold	22	–	–	﹤0.01%	322
2023 Q2	$2.43K	Sell	22 -19	-46%	-$2.1K	﹤0.01%	331
2023 Q1	$4.53K	Buy	+41	New	+$4.52K	﹤0.01%	315
2022 Q4	–	Sell	-45	Closed	-$4.95K	–	394
2022 Q3	$4.95K	Hold	45	–	–	﹤0.01%	304
2022 Q2	$4.95K	Hold	45	–	–	﹤0.01%	312
2022 Q1	$4.96K	Sell	45 -35	-44%	-$3.86K	﹤0.01%	319
2021 Q4	$8.83K	Buy	80 +14	+21%	+$1.55K	﹤0.01%	317
2021 Q3	$7.29K	Buy	+66	New	+$7.29K	﹤0.01%	305

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Credential Qtrade Securities's SHV Position: Q4 2023 in Review

Credential Qtrade Securities sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2023, closing a stake of 22 shares — an estimated $2.43K sold.

Credential Qtrade Securities first reported a position in SHV in Q3 2021 and held it in 8 quarters. The position peaked at $8.83K in Q4 2021. 697 funds tracked by Wall St. Rank hold SHV as of Q4 2023.

Credential Qtrade Securities reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Credential Qtrade Securities sold 22 iShares 0-1 Year Treasury Bond ETF shares in Q4 2023, an estimated $2.43K.
Credential Qtrade Securities first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2021 and held it in 8 quarters.
Credential Qtrade Securities's iShares 0-1 Year Treasury Bond ETF position peaked at $8.83K in Q4 2021.
697 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2023.

Based on Credential Qtrade Securities's 13F filing for Q4 2023, filed 21 Jul 2025.