JBA
SHV icon

Johnson Bixby & Associates’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Johnson Bixby & Associates’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
-4,347
Closed -$480K – 110
2023
Q3 		$480K Sell
4,347
-653
-13% -$72K 0.1% 58
2023
Q2 		$552K Buy
5,000
+49
+1% +$5.4K 0.11% 56
2023
Q1 		$547K Buy
4,951
+2
+0% +$220 0.12% 56
2022
Q4 		$544K Sell
4,949
-2,318
-32% -$255K 0.13% 56
2022
Q3 		$799K Sell
7,267
-644
-8% -$70.9K 0.2% 47
2022
Q2 		$871K Sell
7,911
-793
-9% -$87.4K 0.21% 43
2022
Q1 		$960K Sell
8,704
-775
-8% -$85.5K 0.25% 37
2021
Q4 		$1.05M Sell
9,479
-542
-5% -$59.9K 0.28% 35
2021
Q3 		$1.11M Sell
10,021
-462
-4% -$51K 0.32% 31
2021
Q2 		$1.16M Sell
10,483
-2,472
-19% -$273K 0.33% 30
2021
Q1 		$1.43M Sell
12,955
-2,997
-19% -$331K 0.45% 28
2020
Q4 		$1.76M Buy
+15,952
New +$1.76M 0.58% 24

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Johnson Bixby & Associates's SHV Position: Q4 2023 in Review

Johnson Bixby & Associates sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2023, closing a stake of 4,347 shares — an estimated $480K sold.

Johnson Bixby & Associates first reported a position in SHV in Q4 2020 and held it in 12 quarters. The position peaked at $1.76M in Q4 2020. 697 funds tracked by Wall St. Rank hold SHV as of Q4 2023.

  • Johnson Bixby & Associates reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Johnson Bixby & Associates sold 4,347 iShares 0-1 Year Treasury Bond ETF shares in Q4 2023, an estimated $480K.
  • Johnson Bixby & Associates first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and held it in 12 quarters.
  • Johnson Bixby & Associates's iShares 0-1 Year Treasury Bond ETF position peaked at $1.76M in Q4 2020.
  • 697 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2023.

Based on Johnson Bixby & Associates's 13F filing for Q4 2023, filed 18 Jan 2024.