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Cypress Wealth Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Cypress Wealth Services’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
2024
Q2 		– Sell
-5,604
Closed -$619K – 273
2024
Q1 		$619K Sell
5,604
-2,853
-34% -$315K 0.14% 119
2023
Q4 		$931K Buy
+8,457
New +$932K 0.23% 77

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Morgan Stanley
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Cypress Wealth Services's SHV Position: Q2 2024 in Review

Cypress Wealth Services sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2024, closing a stake of 5,604 shares — an estimated $619K sold.

Cypress Wealth Services first reported a position in SHV in Q4 2023 and held it in 2 quarters. The position peaked at $931K in Q4 2023. 675 funds tracked by Wall St. Rank hold SHV as of Q2 2024.

  • Cypress Wealth Services reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Cypress Wealth Services sold 5,604 iShares 0-1 Year Treasury Bond ETF shares in Q2 2024, an estimated $619K.
  • Cypress Wealth Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and held it in 2 quarters.
  • Cypress Wealth Services's iShares 0-1 Year Treasury Bond ETF position peaked at $931K in Q4 2023.
  • 675 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2024.

Based on Cypress Wealth Services's 13F filing for Q2 2024, filed 12 Jul 2024.