FP
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Fiduciary Planning’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Fiduciary Planning’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
Q1 		– Sell
-2,090
Closed -$230K – 59
2023
Q4 		$230K Buy
+2,090
New +$230K 0.1% 49

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fiduciary Planning's SHV Position: Q1 2024 in Review

Fiduciary Planning sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2024, closing a stake of 2,090 shares — an estimated $230K sold.

Fiduciary Planning first reported a position in SHV in Q4 2023 and held it in 1 quarter. The position peaked at $230K in Q4 2023. 682 funds tracked by Wall St. Rank hold SHV as of Q1 2024.

  • Fiduciary Planning reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Fiduciary Planning sold 2,090 iShares 0-1 Year Treasury Bond ETF shares in Q1 2024, an estimated $230K.
  • Fiduciary Planning first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • Fiduciary Planning's iShares 0-1 Year Treasury Bond ETF position peaked at $230K in Q4 2023.
  • 682 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2024.

Based on Fiduciary Planning's 13F filing for Q1 2024, filed 29 Apr 2024.