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G&S Capital’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

G&S Capital’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
Q4 		– Sell
-5,841
Closed -$646K – 134
2024
Q3 		$646K Buy
+5,841
New +$645K 0.27% 89
2020
Q3 		– Sell
-8,003
Closed -$886K – 88
2020
Q2 		$886K Buy
8,003
+1,008
+14% +$112K 0.79% 36
2020
Q1 		$776K Buy
+6,995
New +$774K 1.36% 19

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

G&S Capital's SHV Position: Q4 2024 in Review

G&S Capital sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2024, closing a stake of 5,841 shares — an estimated $646K sold.

G&S Capital first reported a position in SHV in Q1 2020 and held it in 3 quarters. The position peaked at $886K in Q2 2020. 724 funds tracked by Wall St. Rank hold SHV as of Q4 2024.

  • G&S Capital reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • G&S Capital sold 5,841 iShares 0-1 Year Treasury Bond ETF shares in Q4 2024, an estimated $646K.
  • G&S Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and held it in 3 quarters.
  • G&S Capital's iShares 0-1 Year Treasury Bond ETF position peaked at $886K in Q2 2020.
  • 724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2024.

Based on G&S Capital's 13F filing for Q4 2024, filed 30 Jan 2025.