Elevated Capital Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Elevated Capital Advisors’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	-14,996	Closed	-$1.66M	–	246
2024 Q1	$1.66M	Buy	14,996 +2,976	+25%	+$328K	0.48%	68
2023 Q4	$1.32M	Buy	12,020 +1,778	+17%	+$196K	0.41%	79
2023 Q3	$1.13M	Buy	10,242 +3,063	+43%	+$338K	0.39%	79
2023 Q2	$793K	Buy	7,179 +1,226	+21%	+$135K	0.26%	106
2023 Q1	$658K	Buy	5,953 +424	+8%	+$46.7K	0.24%	108
2022 Q4	$608K	Sell	5,529 -312	-5%	-$34.3K	0.23%	102
2022 Q3	$643K	Buy	+5,841	New	+$643K	0.25%	114
2020 Q3	–	Sell	-1,898	Closed	-$210K	–	164
2020 Q2	$210K	Buy	+1,898	New	+$210K	0.1%	153
2019 Q1	$1.68M	Buy	+15,108	New	+$1.67M	1.11%	29

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

Elevated Capital Advisors's SHV Position: Q2 2024 in Review

Elevated Capital Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2024, closing a stake of 14,996 shares — an estimated $1.66M sold.

Elevated Capital Advisors first reported a position in SHV in Q1 2019 and held it in 9 quarters. The position peaked at $1.68M in Q1 2019. 675 funds tracked by Wall St. Rank hold SHV as of Q2 2024.

Elevated Capital Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Elevated Capital Advisors sold 14,996 iShares 0-1 Year Treasury Bond ETF shares in Q2 2024, an estimated $1.66M.
Elevated Capital Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and held it in 9 quarters.
Elevated Capital Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $1.68M in Q1 2019.
675 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2024.

Based on Elevated Capital Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.