Madrona Financial Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Madrona Financial Services’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	-1,970	Closed	-$218K	–	109
2024 Q1	$218K	Hold	1,970	–	–	0.08%	87
2023 Q4	$217K	Sell	1,970 -1,990	-50%	-$219K	0.09%	79
2023 Q3	$437K	Sell	3,960 -45,528	-92%	-$5.02M	0.2%	59
2023 Q2	$5.47M	Sell	49,488 -6,018	-11%	-$663K	2.67%	10
2023 Q1	$6.13M	Sell	55,506 -4,946	-8%	-$545K	3.29%	8
2022 Q4	$6.64M	Buy	+60,452	New	+$6.64M	3.8%	8

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Madrona Financial Services's SHV Position: Q2 2024 in Review

Madrona Financial Services sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2024, closing a stake of 1,970 shares — an estimated $218K sold.

Madrona Financial Services first reported a position in SHV in Q4 2022 and held it in 6 quarters. The position peaked at $6.64M in Q4 2022. 674 funds tracked by Wall St. Rank hold SHV as of Q2 2024.

Madrona Financial Services reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Madrona Financial Services sold 1,970 iShares 0-1 Year Treasury Bond ETF shares in Q2 2024, an estimated $218K.
Madrona Financial Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 6 quarters.
Madrona Financial Services's iShares 0-1 Year Treasury Bond ETF position peaked at $6.64M in Q4 2022.
674 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2024.

Based on Madrona Financial Services's 13F filing for Q2 2024, filed 19 Jul 2024.