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First Trust Investment Solutions’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

First Trust Investment Solutions’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
-1,962
Closed -$217K – 315
2024
Q2 		$217K Hold
1,962
– – 0.03% 240
2024
Q1 		$217K Hold
1,962
– – 0.04% 235
2023
Q4 		$216K Buy
+1,962
New +$216K 0.04% 222

Other funds holding SHV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

First Trust Investment Solutions's SHV Position: Q3 2024 in Review

First Trust Investment Solutions sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2024, closing a stake of 1,962 shares — an estimated $217K sold.

First Trust Investment Solutions first reported a position in SHV in Q4 2023 and held it in 3 quarters. The position peaked at $217K in Q1 2024. 675 funds tracked by Wall St. Rank hold SHV as of Q3 2024.

  • First Trust Investment Solutions reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • First Trust Investment Solutions sold 1,962 iShares 0-1 Year Treasury Bond ETF shares in Q3 2024, an estimated $217K.
  • First Trust Investment Solutions first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and held it in 3 quarters.
  • First Trust Investment Solutions's iShares 0-1 Year Treasury Bond ETF position peaked at $217K in Q1 2024.
  • 675 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.