HGWM
SHV icon

Horst & Graben Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Horst & Graben Wealth Management’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
-1,866
Closed -$206K – 160
2024
Q2 		$206K Sell
1,866
-4,002
-68% -$441K 0.04% 147
2024
Q1 		$649K Sell
5,868
-774
-12% -$85.4K 0.13% 74
2023
Q4 		$731K Buy
+6,642
New +$732K 0.16% 63
2022
Q4 		– Sell
-2,584
Closed -$284K – 133
2022
Q3 		$284K Sell
2,584
-4,498
-64% -$495K 0.08% 99
2022
Q2 		$780K Sell
7,082
-49
-0.7% -$5.4K 0.21% 59
2022
Q1 		$786K Sell
7,131
-2,632
-27% -$290K 0.19% 60
2021
Q4 		$1.08M Buy
9,763
+415
+4% +$45.8K 0.27% 51
2021
Q3 		$1.03M Sell
9,348
-1,092
-10% -$121K 0.28% 47
2021
Q2 		$1.15M Sell
10,440
-5,271
-34% -$582K 0.32% 43
2021
Q1 		$1.74M Sell
15,711
-8,939
-36% -$988K 0.55% 31
2020
Q4 		$2.73M Sell
24,650
-4,628
-16% -$512K 0.94% 24
2020
Q3 		$3.24M Sell
29,278
-142,208
-83% -$15.7M 1.26% 20
2020
Q2 		$19M Buy
171,486
+417
+0.2% +$46.2K 8.34% 3
2020
Q1 		$19M Buy
+171,069
New +$18.9M 9.99% 3

Other funds holding SHV

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
LPL Financial
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

Horst & Graben Wealth Management's SHV Position: Q3 2024 in Review

Horst & Graben Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2024, closing a stake of 1,866 shares — an estimated $206K sold.

Horst & Graben Wealth Management first reported a position in SHV in Q1 2020 and held it in 14 quarters. The position peaked at $19M in Q1 2020. 675 funds tracked by Wall St. Rank hold SHV as of Q3 2024.

  • Horst & Graben Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Horst & Graben Wealth Management sold 1,866 iShares 0-1 Year Treasury Bond ETF shares in Q3 2024, an estimated $206K.
  • Horst & Graben Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and held it in 14 quarters.
  • Horst & Graben Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $19M in Q1 2020.
  • 675 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2024.

Based on Horst & Graben Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.