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Montag & Associates’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Montag & Associates’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 		– Sell
-1,132
Closed -$125K – 1033
2024
Q3 		$125K Buy
1,132
+226
+25% +$24.9K 0.01% 475
2024
Q2 		$100K Hold
906
– – 0.01% 492
2024
Q1 		$100K Sell
906
-1,359
-60% -$150K 0.01% 486
2023
Q4 		$249K Hold
2,265
– – 0.01% 375
2023
Q3 		$250K Buy
+2,265
New +$250K 0.02% 357

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Montag & Associates's SHV Position: Q4 2024 in Review

Montag & Associates sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2024, closing a stake of 1,132 shares — an estimated $125K sold.

Montag & Associates first reported a position in SHV in Q3 2023 and held it in 5 quarters. The position peaked at $250K in Q3 2023. 724 funds tracked by Wall St. Rank hold SHV as of Q4 2024.

  • Montag & Associates reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Montag & Associates sold 1,132 iShares 0-1 Year Treasury Bond ETF shares in Q4 2024, an estimated $125K.
  • Montag & Associates first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and held it in 5 quarters.
  • Montag & Associates's iShares 0-1 Year Treasury Bond ETF position peaked at $250K in Q3 2023.
  • 724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2024.

Based on Montag & Associates's 13F filing for Q4 2024, filed 30 Jan 2025.