JFG
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Jefferies Financial Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Jefferies Financial 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
2023
Q4 		– Sell
-23,604
Closed -$2.61M – 1956
2023
Q3 		$2.61M Sell
23,604
-544
-2% -$60K 0.02% 532
2023
Q2 		$2.67M Sell
24,148
-3,076
-11% -$339K 0.02% 560
2023
Q1 		$3.01M Hold
27,224
– – 0.02% 528
2022
Q4 		$2.99M Buy
+27,224
New +$2.99M 0.02% 522

Other funds holding SHV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jefferies Financial Group's SHV Position: Q4 2023 in Review

Jefferies Financial Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2023, closing a stake of 23,604 shares — an estimated $2.61M sold.

Jefferies Financial Group first reported a position in SHV in Q4 2022 and held it in 4 quarters. The position peaked at $3.01M in Q1 2023. 696 funds tracked by Wall St. Rank hold SHV as of Q4 2023.

  • Jefferies Financial Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Jefferies Financial Group sold 23,604 iShares 0-1 Year Treasury Bond ETF shares in Q4 2023, an estimated $2.61M.
  • Jefferies Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 4 quarters.
  • Jefferies Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $3.01M in Q1 2023.
  • 696 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2023.

Based on Jefferies Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.