Family Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Family Asset Management’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 Q3	–	Sell	-17	Closed	-$1.88K	–	215
2024 Q2	$1.88K	Sell	17 -33	-66%	-$3.64K	﹤0.01%	198
2024 Q1	$5.53K	Sell	50 -39	-44%	-$4.3K	﹤0.01%	166
2023 Q4	$9.8K	Sell	89 -1,332	-94%	-$147K	0.01%	159
2023 Q3	$157K	Sell	1,421 -106	-7%	-$11.7K	0.12%	103
2023 Q2	$169K	Sell	1,527 -903	-37%	-$99.5K	0.11%	109
2023 Q1	$269K	Sell	2,430 -9,472	-80%	-$1.04M	0.2%	82
2022 Q4	$1.31M	Buy	+11,902	New	+$1.31M	1.09%	23

Other funds holding SHV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Family Asset Management's SHV Position: Q3 2024 in Review

Family Asset Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2024, closing a stake of 17 shares — an estimated $1.88K sold.

Family Asset Management first reported a position in SHV in Q4 2022 and held it in 7 quarters. The position peaked at $1.31M in Q4 2022. 675 funds tracked by Wall St. Rank hold SHV as of Q3 2024.

Family Asset Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Family Asset Management sold 17 iShares 0-1 Year Treasury Bond ETF shares in Q3 2024, an estimated $1.88K.
Family Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 7 quarters.
Family Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $1.31M in Q4 2022.
675 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.