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DOHJ LLC’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

DOHJ LLC’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
Q4 		– Sell
-5,864
Closed -$646K – 146
2024
Q3 		$646K Sell
5,864
-15,096
-72% -$1.67M 0.15% 104
2024
Q2 		$2.32M Buy
20,960
+11,843
+130% +$1.31M 0.58% 44
2024
Q1 		$1.01M Buy
+9,117
New +$1.01M 0.27% 72

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

DOHJ LLC's SHV Position: Q4 2024 in Review

DOHJ LLC sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2024, closing a stake of 5,864 shares — an estimated $646K sold.

DOHJ LLC first reported a position in SHV in Q1 2024 and held it in 3 quarters. The position peaked at $2.32M in Q2 2024. 723 funds tracked by Wall St. Rank hold SHV as of Q4 2024.

  • DOHJ LLC reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • DOHJ LLC sold 5,864 iShares 0-1 Year Treasury Bond ETF shares in Q4 2024, an estimated $646K.
  • DOHJ LLC first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and held it in 3 quarters.
  • DOHJ LLC's iShares 0-1 Year Treasury Bond ETF position peaked at $2.32M in Q2 2024.
  • 723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2024.

Based on DOHJ LLC's 13F filing for Q4 2024, filed 24 Jan 2025.