GFS
SHV icon

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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return