DI
SHV icon

DFPG Investments’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

DFPG Investments’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 		$2.01M Buy
18,246
+297
+2% +$32.7K 0.16% 141
2023
Q3 		$1.98M Buy
17,949
+9,633
+116% +$1.06M 0.18% 130
2023
Q2 		$917K Buy
8,316
+254
+3% +$28K 0.08% 245
2023
Q1 		$891K Buy
+8,062
New +$888K 0.1% 219

Other funds holding SHV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DFPG Investments's SHV Position: Q4 2023 in Review

DFPG Investments increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.7% in Q4 2023, buying an estimated $32.7K and bringing the position to 18,246 shares worth $2.01M. The position accounts for 0.16% of the portfolio, ranked #141.

DFPG Investments first reported a position in SHV in Q1 2023 and has held it in 4 quarters since. 696 funds tracked by Wall St. Rank hold SHV as of Q4 2023.

  • DFPG Investments held 18,246 shares of iShares 0-1 Year Treasury Bond ETF worth $2.01M as of Q4 2023.
  • DFPG Investments bought 297 iShares 0-1 Year Treasury Bond ETF shares in Q4 2023, an estimated $32.7K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.16% of DFPG Investments's portfolio in Q4 2023, its #141 holding.
  • DFPG Investments first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and has held it in 4 quarters since.
  • 696 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.