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Householder Group Estate & Retirement Specialist’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-5
Closed – – 1104
2024
Q3 		$0 Buy
+5
New +$552 ﹤0.01% 1304

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SHV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2024, closing a stake of 5 shares.

Householder Group Estate & Retirement Specialist first reported a position in SHV in Q3 2024 and held it in 1 quarter. The position peaked at $0 in Q3 2024. 723 funds tracked by Wall St. Rank hold SHV as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 5 iShares 0-1 Year Treasury Bond ETF shares in Q4 2024.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's iShares 0-1 Year Treasury Bond ETF position peaked at $0 in Q3 2024.
  • 723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.