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Newbridge Financial Services Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Newbridge Financial Services Group’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
-18
Closed -$1.99K – 1280
2023
Q4 		$1.99K Sell
18
-190
-91% -$20.9K ﹤0.01% 969
2023
Q3 		$23K Buy
208
+2
+1% +$220 0.01% 607
2023
Q2 		$22.7K Sell
206
-276
-57% -$30.4K 0.01% 660
2023
Q1 		$53.3K Buy
482
+390
+424% +$43K 0.03% 451
2022
Q4 		$10.1K Hold
92
– – 0.01% 916
2022
Q3 		$10K Buy
92
+75
+441% +$8.25K 0.01% 890
2022
Q2 		$2K Sell
17
-104
-86% -$11.5K ﹤0.01% 1215
2022
Q1 		$13K Buy
121
+104
+612% +$11.5K 0.01% 867
2021
Q4 		$2K Hold
17
– – ﹤0.01% 1273
2021
Q3 		$2K Hold
17
– – ﹤0.01% 1199
2021
Q2 		$2K Hold
17
– – ﹤0.01% 1299
2021
Q1 		$2K Hold
17
– – ﹤0.01% 1197
2020
Q4 		$2K Hold
17
– – ﹤0.01% 982
2020
Q3 		$2K Buy
+17
New +$1.88K ﹤0.01% 933

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

Newbridge Financial Services Group's SHV Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2024, closing a stake of 18 shares — an estimated $1.99K sold.

Newbridge Financial Services Group first reported a position in SHV in Q3 2020 and held it in 14 quarters. The position peaked at $53.3K in Q1 2023. 682 funds tracked by Wall St. Rank hold SHV as of Q1 2024.

  • Newbridge Financial Services Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 18 iShares 0-1 Year Treasury Bond ETF shares in Q1 2024, an estimated $1.99K.
  • Newbridge Financial Services Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2020 and held it in 14 quarters.
  • Newbridge Financial Services Group's iShares 0-1 Year Treasury Bond ETF position peaked at $53.3K in Q1 2023.
  • 682 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.