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

Morling Financial 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
Q2 		– Sell
-1,186
Closed -$131K – 105
2024
Q1 		$131K Buy
+1,186
New +$131K 0.08% 70

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morling Financial Advisors's SHV Position: Q2 2024 in Review

Morling Financial Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2024, closing a stake of 1,186 shares — an estimated $131K sold.

Morling Financial Advisors first reported a position in SHV in Q1 2024 and held it in 1 quarter. The position peaked at $131K in Q1 2024. 675 funds tracked by Wall St. Rank hold SHV as of Q2 2024.

  • Morling Financial Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Morling Financial Advisors sold 1,186 iShares 0-1 Year Treasury Bond ETF shares in Q2 2024, an estimated $131K.
  • Morling Financial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and held it in 1 quarter.
  • Morling Financial Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $131K in Q1 2024.
  • 675 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2024.

Based on Morling Financial Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.