NS
SHV icon

NBC Securities’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

NBC Securities’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
-218
Closed -$24K – 1933
2024
Q3 		$24K Buy
218
+54
+33% +$5.96K ﹤0.01% 1443
2024
Q2 		$18K Buy
+164
New +$18.1K ﹤0.01% 1494
2024
Q1 		– Sell
-272
Closed -$29K – 2236
2023
Q4 		$29K Sell
272
-142
-34% -$15.7K ﹤0.01% 1318
2023
Q3 		$45K Buy
+414
New +$45.6K ﹤0.01% 1161

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

NBC Securities's SHV Position: Q4 2024 in Review

NBC Securities sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2024, closing a stake of 218 shares — an estimated $24K sold.

NBC Securities first reported a position in SHV in Q3 2023 and held it in 4 quarters. The position peaked at $45K in Q3 2023. 724 funds tracked by Wall St. Rank hold SHV as of Q4 2024.

  • NBC Securities reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • NBC Securities sold 218 iShares 0-1 Year Treasury Bond ETF shares in Q4 2024, an estimated $24K.
  • NBC Securities first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and held it in 4 quarters.
  • NBC Securities's iShares 0-1 Year Treasury Bond ETF position peaked at $45K in Q3 2023.
  • 724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2024.

Based on NBC Securities's 13F filing for Q4 2024, filed 22 Jan 2025.