GPS Wealth Strategies Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

GPS Wealth Strategies Group’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	-205	Closed	-$22.7K	–	1436
2024 Q3	$22.7K	Buy	+205	New	+$22.6K	﹤0.01%	774
2023 Q4	–	Sell	-116	Closed	-$12.8K	–	1300
2023 Q3	$12.8K	Hold	116	–	–	﹤0.01%	793
2023 Q2	$12.8K	Buy	116 +34	+41%	+$3.75K	﹤0.01%	793
2023 Q1	$9.06K	Buy	+82	New	+$9.03K	﹤0.01%	860
2022 Q4	–	Sell	-82	Closed	-$9K	–	918
2022 Q3	$9K	Hold	82	–	–	﹤0.01%	793
2022 Q2	$9K	Buy	82 +43	+110%	+$4.74K	﹤0.01%	790
2022 Q1	$4K	Hold	39	–	–	﹤0.01%	906
2021 Q4	$4K	Buy	+39	New	+$4.31K	﹤0.01%	917

Other funds holding SHV

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

GPS Wealth Strategies Group's SHV Position: Q4 2024 in Review

GPS Wealth Strategies Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2024, closing a stake of 205 shares — an estimated $22.7K sold.

GPS Wealth Strategies Group first reported a position in SHV in Q4 2021 and held it in 8 quarters. The position peaked at $22.7K in Q3 2024. 723 funds tracked by Wall St. Rank hold SHV as of Q4 2024.

GPS Wealth Strategies Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
GPS Wealth Strategies Group sold 205 iShares 0-1 Year Treasury Bond ETF shares in Q4 2024, an estimated $22.7K.
GPS Wealth Strategies Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and held it in 8 quarters.
GPS Wealth Strategies Group's iShares 0-1 Year Treasury Bond ETF position peaked at $22.7K in Q3 2024.
723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2024.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2024, filed 24 Jan 2025.