Ken Fisher
SHV icon

Ken Fisher’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Ken Fisher’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
-1,916
Closed -$212K – 1105
2023
Q3 		$212K Buy
+1,916
New +$211K ﹤0.01% 1009

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 $424B AUM 22.96% 1-Year Est. Return

Ken Fisher's SHV Position: Q4 2023 in Review

Ken Fisher sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2023, closing a stake of 1,916 shares — an estimated $212K sold.

Ken Fisher first reported a position in SHV in Q3 2023 and held it in 1 quarter. The position peaked at $212K in Q3 2023. 697 funds tracked by Wall St. Rank hold SHV as of Q4 2023.

  • Ken Fisher reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Ken Fisher sold 1,916 iShares 0-1 Year Treasury Bond ETF shares in Q4 2023, an estimated $212K.
  • Ken Fisher first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and held it in 1 quarter.
  • Ken Fisher's iShares 0-1 Year Treasury Bond ETF position peaked at $212K in Q3 2023.
  • 697 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2023.

Based on Fisher Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.