GYL Financial Synergies’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

GYL Financial Synergies’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	$2.13M	Hold	19,233	–	–	0.16%	121
2024 Q2	$2.13M	Buy	19,233 +300	+2%	+$33.1K	0.16%	115
2024 Q1	$2.09M	Hold	18,933	–	–	0.16%	120
2023 Q4	$2.09M	Sell	18,933 -230	-1%	-$25.4K	0.17%	118
2023 Q3	$2.12M	Hold	19,163	–	–	0.21%	104
2023 Q2	$2.12M	Hold	19,163	–	–	0.19%	106
2023 Q1	$2.12M	Sell	19,163 -900	-4%	-$99.1K	0.25%	82
2022 Q4	$2.21M	Buy	20,063 +5,235	+35%	+$575K	0.48%	38
2022 Q3	$1.63M	Buy	+14,828	New	+$1.63M	0.44%	35

Other funds holding SHV

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

GYL Financial Synergies's SHV Position: Q3 2024 in Review

GYL Financial Synergies held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q3 2024 at 19,233 shares worth $2.13M. The position accounts for 0.16% of the portfolio, ranked #121.

GYL Financial Synergies first reported a position in SHV in Q3 2022 and has held it in 9 quarters since. The position peaked at $2.21M in Q4 2022. 675 funds tracked by Wall St. Rank hold SHV as of Q3 2024.

GYL Financial Synergies held 19,233 shares of iShares 0-1 Year Treasury Bond ETF worth $2.13M as of Q3 2024.
GYL Financial Synergies left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q3 2024.
iShares 0-1 Year Treasury Bond ETF made up 0.16% of GYL Financial Synergies's portfolio in Q3 2024, its #121 holding.
GYL Financial Synergies first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and has held it in 9 quarters since.
GYL Financial Synergies's iShares 0-1 Year Treasury Bond ETF position peaked at $2.21M in Q4 2022.
675 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.