Gyroscope Capital Management Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$217K Hold
1,962
0.05% 204
2023
Q2
$217K Hold
1,962
0.05% 174
2023
Q1
$217K Buy
+1,962
New +$216K 0.06% 161

Other funds holding SHV

Gyroscope Capital Management Group's SHV Position: Q3 2023 in Review

Gyroscope Capital Management Group held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q3 2023 at 1,962 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #204.

Gyroscope Capital Management Group first reported a position in SHV in Q1 2023 and has held it in 3 quarters since. The position peaked at $217K in Q1 2023. 650 funds tracked by Wall St. Rank hold SHV as of Q3 2023.

  • Gyroscope Capital Management Group held 1,962 shares of iShares 0-1 Year Treasury Bond ETF worth $217K as of Q3 2023.
  • Gyroscope Capital Management Group left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q3 2023.
  • iShares 0-1 Year Treasury Bond ETF made up 0.05% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #204 holding.
  • Gyroscope Capital Management Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and has held it in 3 quarters since.
  • Gyroscope Capital Management Group's iShares 0-1 Year Treasury Bond ETF position peaked at $217K in Q1 2023.
  • 650 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.