Harvest Investment Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Harvest Investment Services’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	–	Sell	-1,942	Closed	-$215K	–	243
2024 Q2	$215K	Buy	+1,942	New	+$214K	0.09%	173
2019 Q4	–	Sell	-2,621	Closed	-$289K	–	176
2019 Q3	$289K	Sell	2,621 -751	-22%	-$83K	0.15%	114
2019 Q2	$372K	Buy	+3,372	New	+$373K	0.21%	93

Other funds holding SHV

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

BlackRock New York $5.72T AUM 30.48% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Harvest Investment Services's SHV Position: Q3 2024 in Review

Harvest Investment Services sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2024, closing a stake of 1,942 shares — an estimated $215K sold.

Harvest Investment Services first reported a position in SHV in Q2 2019 and held it in 3 quarters. The position peaked at $372K in Q2 2019. 675 funds tracked by Wall St. Rank hold SHV as of Q3 2024.

Harvest Investment Services reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Harvest Investment Services sold 1,942 iShares 0-1 Year Treasury Bond ETF shares in Q3 2024, an estimated $215K.
Harvest Investment Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2019 and held it in 3 quarters.
Harvest Investment Services's iShares 0-1 Year Treasury Bond ETF position peaked at $372K in Q2 2019.
675 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2024.

Based on Harvest Investment Services's 13F filing for Q3 2024, filed 14 Nov 2024.