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

Navellier & 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
Q3 		– Sell
-7,482
Closed -$827K – 357
2024
Q2 		$827K Buy
+7,482
New +$825K 0.1% 174
2024
Q1 		– Sell
-8,552
Closed -$942K – 369
2023
Q4 		$942K Buy
+8,552
New +$943K 0.14% 145

Other funds holding SHV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

Navellier & Associates's SHV Position: Q3 2024 in Review

Navellier & Associates sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2024, closing a stake of 7,482 shares — an estimated $827K sold.

Navellier & Associates first reported a position in SHV in Q4 2023 and held it in 2 quarters. The position peaked at $942K in Q4 2023. 675 funds tracked by Wall St. Rank hold SHV as of Q3 2024.

  • Navellier & Associates reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Navellier & Associates sold 7,482 iShares 0-1 Year Treasury Bond ETF shares in Q3 2024, an estimated $827K.
  • Navellier & Associates first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and held it in 2 quarters.
  • Navellier & Associates's iShares 0-1 Year Treasury Bond ETF position peaked at $942K in Q4 2023.
  • 675 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2024.

Based on Navellier & Associates's 13F filing for Q3 2024, filed 12 Nov 2024.