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Evelyn V. Moreno’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Evelyn V. Moreno’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 		$485K Sell
4,405
-3,143
-42% -$346K 0.23% 77
2023
Q3 		$834K Buy
+7,548
New +$832K 0.18% 68

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

Evelyn V. Moreno's SHV Position: Q4 2023 in Review

Evelyn V. Moreno reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 42% in Q4 2023, selling an estimated $346K and leaving 4,405 shares worth $485K. The position accounts for 0.23% of the portfolio, ranked #77.

Evelyn V. Moreno first reported a position in SHV in Q3 2023 and has held it in 2 quarters since. The position peaked at $834K in Q3 2023. 696 funds tracked by Wall St. Rank hold SHV as of Q4 2023.

  • Evelyn V. Moreno held 4,405 shares of iShares 0-1 Year Treasury Bond ETF worth $485K as of Q4 2023.
  • Evelyn V. Moreno sold 3,143 iShares 0-1 Year Treasury Bond ETF shares in Q4 2023, an estimated $346K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.23% of Evelyn V. Moreno's portfolio in Q4 2023, its #77 holding.
  • Evelyn V. Moreno first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and has held it in 2 quarters since.
  • Evelyn V. Moreno's iShares 0-1 Year Treasury Bond ETF position peaked at $834K in Q3 2023.
  • 696 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.