Madison Investment Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Madison Investment 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 Q4	$358K	Buy	+3,252	New	+$359K	﹤0.01%	313

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Madison Investment Advisors's SHV Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2024: 3,252 shares worth $358K. The stake represents ﹤0.01% of the portfolio and ranks #313 among its holdings.

724 funds tracked by Wall St. Rank hold SHV as of Q4 2024.

Madison Investment Advisors held 3,252 shares of iShares 0-1 Year Treasury Bond ETF worth $358K as of Q4 2024.
iShares 0-1 Year Treasury Bond ETF was a new Madison Investment Advisors position in Q4 2024.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Madison Investment Advisors's portfolio in Q4 2024, its #313 holding.
724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.