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JNBA Financial Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

JNBA Financial Advisors’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 		– Sell
-150
Closed -$16.6K – 673
2024
Q1 		$16.6K Hold
150
– – ﹤0.01% 410
2023
Q4 		$16.5K Hold
150
– – ﹤0.01% 414
2023
Q3 		$16.6K Buy
+150
New +$16.5K ﹤0.01% 406
2019
Q1 		– Sell
-2
Closed – – 563
2018
Q4 		$0 Buy
+2
New +$221 ﹤0.01% 705

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JNBA Financial Advisors's SHV Position: Q2 2024 in Review

JNBA Financial Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2024, closing a stake of 150 shares — an estimated $16.6K sold.

JNBA Financial Advisors first reported a position in SHV in Q4 2018 and held it in 4 quarters. The position peaked at $16.6K in Q1 2024. 675 funds tracked by Wall St. Rank hold SHV as of Q2 2024.

  • JNBA Financial Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • JNBA Financial Advisors sold 150 iShares 0-1 Year Treasury Bond ETF shares in Q2 2024, an estimated $16.6K.
  • JNBA Financial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 4 quarters.
  • JNBA Financial Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $16.6K in Q1 2024.
  • 675 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2024.

Based on JNBA Financial Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.