Gradient Investments’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Gradient Investments’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	-358	Closed	-$39.5K	–	1904
2023 Q3	$39.5K	Buy	+358	New	+$39.5K	﹤0.01%	552
2022 Q4	–	Sell	-8	Closed	-$1K	–	1649
2022 Q3	$1K	Buy	+8	New	+$880	﹤0.01%	1290
2021 Q2	–	Sell	-12,667	Closed	-$1.4M	–	1247
2021 Q1	$1.4M	Buy	+12,667	New	+$1.4M	0.05%	172
2020 Q2	–	Sell	-55	Closed	-$6K	–	1181
2020 Q1	$6K	Buy	+55	New	+$6.09K	﹤0.01%	753
2018 Q2	–	Sell	-8	Closed	-$1K	–	1124
2018 Q1	$1K	Buy	+8	New	+$882	﹤0.01%	938
2017 Q2	–	Sell	-81	Closed	-$9K	–	896
2017 Q1	$9K	Buy	+81	New	+$8.94K	﹤0.01%	532
2016 Q2	–	Sell	-346	Closed	-$38K	–	781
2016 Q1	$38K	Buy	+346	New	+$38.2K	﹤0.01%	271
2015 Q4	–	Sell	-321	Closed	-$35K	–	738
2015 Q3	$35K	Buy	+321	New	+$35.4K	0.01%	259

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Gradient Investments's SHV Position: Q4 2023 in Review

Gradient Investments sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2023, closing a stake of 358 shares — an estimated $39.5K sold.

Gradient Investments first reported a position in SHV in Q3 2015 and held it in 8 quarters. The position peaked at $1.4M in Q1 2021. 697 funds tracked by Wall St. Rank hold SHV as of Q4 2023.

Gradient Investments reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Gradient Investments sold 358 iShares 0-1 Year Treasury Bond ETF shares in Q4 2023, an estimated $39.5K.
Gradient Investments first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2015 and held it in 8 quarters.
Gradient Investments's iShares 0-1 Year Treasury Bond ETF position peaked at $1.4M in Q1 2021.
697 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.