JIP
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Jaffetilchin Investment Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Jaffetilchin Investment Partners’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
Closed -$243 – 1140
2024
Q3 		$243 Buy
+2
New +$221 ﹤0.01% 1317
2023
Q3 		– Sell
-6,118
Closed -$676K – 376
2023
Q2 		$676K Hold
6,118
– – 0.07% 160
2023
Q1 		$676K Hold
6,118
– – 0.08% 161
2022
Q4 		$672K Buy
6,118
+11
+0.2% +$1.21K 0.08% 166
2022
Q3 		$672K Sell
6,107
-1,795
-23% -$197K 0.09% 144
2022
Q2 		$870K Buy
7,902
+827
+12% +$91.1K 0.1% 132
2022
Q1 		$780K Buy
+7,075
New +$780K 0.09% 140
2021
Q3 		– Sell
-9,102
Closed -$1.01M – 403
2021
Q2 		$1.01M Buy
+9,102
New +$1.01M 0.07% 170
2021
Q1 		– Sell
-9,102
Closed -$1.01M – 379
2020
Q4 		$1.01M Buy
9,102
+1,163
+15% +$129K 0.14% 104
2020
Q3 		$879K Sell
7,939
-75,948
-91% -$8.41M 0.16% 81
2020
Q2 		$9.29M Buy
83,887
+79,120
+1,660% +$8.77M 2.05% 11
2020
Q1 		$529K Sell
4,767
-739
-13% -$81.8K 0.19% 79
2019
Q4 		$608K Buy
5,506
+1,046
+23% +$116K 0.13% 108
2019
Q3 		$493K Buy
4,460
+349
+8% +$38.6K 0.12% 112
2019
Q2 		$455K Buy
4,111
+843
+26% +$93.1K 0.11% 138
2019
Q1 		$361K Buy
+3,268
New +$361K 0.08% 193

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

Jaffetilchin Investment Partners's SHV Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2024, closing a stake of 2 shares — an estimated $243 sold.

Jaffetilchin Investment Partners first reported a position in SHV in Q1 2019 and held it in 16 quarters. The position peaked at $9.29M in Q2 2020. 723 funds tracked by Wall St. Rank hold SHV as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 2 iShares 0-1 Year Treasury Bond ETF shares in Q4 2024, an estimated $243.
  • Jaffetilchin Investment Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and held it in 16 quarters.
  • Jaffetilchin Investment Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $9.29M in Q2 2020.
  • 723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.