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

MBA 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
Q1 		– Sell
-5,212
Closed -$574K – 130
2023
Q4 		$574K Sell
5,212
-677
-11% -$74.6K 0.32% 69
2023
Q3 		$651K Sell
5,889
-10,938
-65% -$1.21M 0.4% 58
2023
Q2 		$1.86M Sell
16,827
-6,900
-29% -$761K 1.11% 25
2023
Q1 		$2.62M Sell
23,727
-23,140
-49% -$2.55M 1.63% 20
2022
Q4 		$5.15M Buy
46,867
+10,370
+28% +$1.14M 3.37% 5
2022
Q3 		$4.01M Buy
+36,497
New +$4.02M 2.9% 11

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MBA Advisors's SHV Position: Q1 2024 in Review

MBA Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2024, closing a stake of 5,212 shares — an estimated $574K sold.

MBA Advisors first reported a position in SHV in Q3 2022 and held it in 6 quarters. The position peaked at $5.15M in Q4 2022. 682 funds tracked by Wall St. Rank hold SHV as of Q1 2024.

  • MBA Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • MBA Advisors sold 5,212 iShares 0-1 Year Treasury Bond ETF shares in Q1 2024, an estimated $574K.
  • MBA Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and held it in 6 quarters.
  • MBA Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $5.15M in Q4 2022.
  • 682 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2024.

Based on MBA Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.