Investment Advisory Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Investment Advisory Group’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	-5,116	Closed	-$566K	–	173
2024 Q3	$566K	Sell	5,116 -174	-3%	-$19.2K	0.2%	89
2024 Q2	$585K	Hold	5,290	–	–	0.23%	82
2024 Q1	$585K	Hold	5,290	–	–	0.24%	77
2023 Q4	$583K	Hold	5,290	–	–	0.27%	72
2023 Q3	$584K	Hold	5,290	–	–	0.3%	65
2023 Q2	$584K	Hold	5,290	–	–	0.3%	67
2023 Q1	$585K	Buy	5,290 +100	+2%	+$11K	0.34%	64
2022 Q4	$570K	Hold	5,190	–	–	0.35%	59
2022 Q3	$571K	Buy	5,190 +174	+3%	+$19.1K	0.4%	53
2022 Q2	$552K	Hold	5,016	–	–	0.38%	55
2022 Q1	$553K	Sell	5,016 -100	-2%	-$11K	0.34%	63
2021 Q4	$564K	Buy	+5,116	New	+$565K	0.36%	53

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Investment Advisory Group's SHV Position: Q4 2024 in Review

Investment Advisory Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2024, closing a stake of 5,116 shares — an estimated $566K sold.

Investment Advisory Group first reported a position in SHV in Q4 2021 and held it in 12 quarters. The position peaked at $585K in Q1 2024. 723 funds tracked by Wall St. Rank hold SHV as of Q4 2024.

Investment Advisory Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Investment Advisory Group sold 5,116 iShares 0-1 Year Treasury Bond ETF shares in Q4 2024, an estimated $566K.
Investment Advisory Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and held it in 12 quarters.
Investment Advisory Group's iShares 0-1 Year Treasury Bond ETF position peaked at $585K in Q1 2024.
723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2024.

Based on Investment Advisory Group's 13F filing for Q4 2024, filed 17 Jan 2025.