LF
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LifeSteps Financial’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

LifeSteps Financial’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
-7
Closed -$774 – 351
2024
Q1 		$774 Buy
+7
New +$772 ﹤0.01% 413

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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

LifeSteps Financial's SHV Position: Q2 2024 in Review

LifeSteps Financial sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2024, closing a stake of 7 shares — an estimated $774 sold.

LifeSteps Financial first reported a position in SHV in Q1 2024 and held it in 1 quarter. The position peaked at $774 in Q1 2024. 674 funds tracked by Wall St. Rank hold SHV as of Q2 2024.

  • LifeSteps Financial reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • LifeSteps Financial sold 7 iShares 0-1 Year Treasury Bond ETF shares in Q2 2024, an estimated $774.
  • LifeSteps Financial first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and held it in 1 quarter.
  • LifeSteps Financial's iShares 0-1 Year Treasury Bond ETF position peaked at $774 in Q1 2024.
  • 674 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2024.

Based on LifeSteps Financial's 13F filing for Q2 2024, filed 17 Jul 2024.