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

ICA Group 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
Q2 		$84.3K Sell
763
-9,953
-93% -$1.1M 0.05% 188
2024
Q1 		$1.18M Sell
10,716
-17,469
-62% -$1.93M 0.24% 87
2023
Q4 		$3.1M Sell
28,185
-486
-2% -$53.6K 0.69% 32
2023
Q3 		$3.17M Sell
28,671
-212
-0.7% -$23.4K 0.89% 25
2023
Q2 		$3.19M Buy
+28,883
New +$3.18M 0.8% 25

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

ICA Group Wealth Management's SHV Position: Q2 2024 in Review

ICA Group Wealth Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 93% in Q2 2024, selling an estimated $1.1M and leaving 763 shares worth $84.3K. The position accounts for 0.05% of the portfolio, ranked #188.

ICA Group Wealth Management first reported a position in SHV in Q2 2023 and has held it in 5 quarters since. The position peaked at $3.19M in Q2 2023. 674 funds tracked by Wall St. Rank hold SHV as of Q2 2024.

  • ICA Group Wealth Management held 763 shares of iShares 0-1 Year Treasury Bond ETF worth $84.3K as of Q2 2024.
  • ICA Group Wealth Management sold 9,953 iShares 0-1 Year Treasury Bond ETF shares in Q2 2024, an estimated $1.1M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.05% of ICA Group Wealth Management's portfolio in Q2 2024, its #188 holding.
  • ICA Group Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and has held it in 5 quarters since.
  • ICA Group Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $3.19M in Q2 2023.
  • 674 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.