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

IHT 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
Q4 		– Sell
-2,163
Closed -$239K – 1191
2024
Q3 		$239K Sell
2,163
-274
-11% -$30.2K 0.01% 1016
2024
Q2 		$269K Sell
2,437
-1,028
-30% -$113K 0.01% 835
2024
Q1 		$383K Sell
3,465
-3,190
-48% -$352K 0.02% 717
2023
Q4 		$733K Sell
6,655
-140
-2% -$15.4K 0.03% 480
2023
Q3 		$751K Buy
6,795
+804
+13% +$88.6K 0.04% 422
2023
Q2 		$662K Buy
5,991
+3,628
+154% +$400K 0.03% 451
2023
Q1 		$261K Buy
2,363
+520
+28% +$57.3K 0.01% 744
2022
Q4 		$203K Sell
1,843
-610
-25% -$67K 0.01% 814
2022
Q3 		$270K Buy
2,453
+610
+33% +$67.1K 0.02% 653
2022
Q2 		$203K Buy
1,843
+28
+2% +$3.08K 0.02% 660
2022
Q1 		$200K Hold
1,815
– – 0.02% 716
2021
Q4 		$200K Sell
1,815
-1,593
-47% -$176K 0.01% 752
2021
Q3 		$376K Sell
3,408
-430
-11% -$47.5K 0.03% 519
2021
Q2 		$424K Buy
3,838
+1,448
+61% +$160K 0.03% 584
2021
Q1 		$264K Buy
+2,390
New +$264K 0.02% 678
2020
Q1 		– Sell
-2,833
Closed -$313K – 645
2019
Q4 		$313K Buy
2,833
+28
+1% +$3.1K 0.04% 437
2019
Q3 		$310K Buy
+2,805
New +$310K 0.04% 422

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IHT Wealth Management's SHV Position: Q4 2024 in Review

IHT Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2024, closing a stake of 2,163 shares — an estimated $239K sold.

IHT Wealth Management first reported a position in SHV in Q3 2019 and held it in 17 quarters. The position peaked at $751K in Q3 2023. 724 funds tracked by Wall St. Rank hold SHV as of Q4 2024.

  • IHT Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 2,163 iShares 0-1 Year Treasury Bond ETF shares in Q4 2024, an estimated $239K.
  • IHT Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2019 and held it in 17 quarters.
  • IHT Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $751K in Q3 2023.
  • 724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.