Eagle Strategies’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Eagle Strategies’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	-9,261	Closed	-$1.02M	–	311
2024 Q1	$1.02M	Buy	+9,261	New	+$1.02M	0.23%	102
2022 Q2	–	Sell	-6,687	Closed	-$737K	–	159
2022 Q1	$737K	Sell	6,687 -1,391	-17%	-$153K	0.29%	66
2021 Q4	$892K	Buy	+8,078	New	+$892K	0.35%	62

Other funds holding SHV

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Eagle Strategies's SHV Position: Q2 2024 in Review

Eagle Strategies sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2024, closing a stake of 9,261 shares — an estimated $1.02M sold.

Eagle Strategies first reported a position in SHV in Q4 2021 and held it in 3 quarters. The position peaked at $1.02M in Q1 2024. 674 funds tracked by Wall St. Rank hold SHV as of Q2 2024.

Eagle Strategies reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Eagle Strategies sold 9,261 iShares 0-1 Year Treasury Bond ETF shares in Q2 2024, an estimated $1.02M.
Eagle Strategies first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and held it in 3 quarters.
Eagle Strategies's iShares 0-1 Year Treasury Bond ETF position peaked at $1.02M in Q1 2024.
674 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2024.

Based on Eagle Strategies's 13F filing for Q2 2024, filed 8 Aug 2024.