Loomis, Sayles & Company
SHV icon

Loomis, Sayles & Company’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Loomis, Sayles & Company’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
Q1 		– Sell
-2,418
Closed -$266K – 928
2023
Q4 		$266K Buy
+2,418
New +$267K ﹤0.01% 488

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Loomis, Sayles & Company's SHV Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2024, closing a stake of 2,418 shares — an estimated $266K sold.

Loomis, Sayles & Company first reported a position in SHV in Q4 2023 and held it in 1 quarter. The position peaked at $266K in Q4 2023. 682 funds tracked by Wall St. Rank hold SHV as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 2,418 iShares 0-1 Year Treasury Bond ETF shares in Q1 2024, an estimated $266K.
  • Loomis, Sayles & Company first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • Loomis, Sayles & Company's iShares 0-1 Year Treasury Bond ETF position peaked at $266K in Q4 2023.
  • 682 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.