GEA
SHV icon

Glen Eagle Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Glen Eagle Advisors’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 		– Sell
-815
Closed -$90.1K – 1059
2023
Q3 		$90.1K Buy
+815
New +$89.8K 0.02% 300
2022
Q4 		– Sell
-171
Closed -$18.8K – 1173
2022
Q3 		$18.8K Buy
+171
New +$18.8K 0.01% 496
2020
Q2 		– Sell
-73
Closed -$8.15K – 938
2020
Q1 		$8.15K Hold
73
– – 0.01% 545
2019
Q4 		$8.08K Hold
73
– – ﹤0.01% 634
2019
Q3 		$8.04K Buy
73
+1
+1% +$111 0.01% 545
2019
Q2 		$8K Buy
+72
New +$7.96K 0.01% 539

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Glen Eagle Advisors's SHV Position: Q4 2023 in Review

Glen Eagle Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2023, closing a stake of 815 shares — an estimated $90.1K sold.

Glen Eagle Advisors first reported a position in SHV in Q2 2019 and held it in 6 quarters. The position peaked at $90.1K in Q3 2023. 697 funds tracked by Wall St. Rank hold SHV as of Q4 2023.

  • Glen Eagle Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Glen Eagle Advisors sold 815 iShares 0-1 Year Treasury Bond ETF shares in Q4 2023, an estimated $90.1K.
  • Glen Eagle Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2019 and held it in 6 quarters.
  • Glen Eagle Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $90.1K in Q3 2023.
  • 697 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2023.

Based on Glen Eagle Advisors's 13F filing for Q4 2023, filed 13 Aug 2024.