Northstar Advisory Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Northstar Advisory 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
2025 Q1	–	Sell	-5,205	Closed	-$573K	–	114
2024 Q4	$573K	Buy	+5,205	New	+$574K	0.29%	63
2023 Q3	–	Sell	-11,685	Closed	-$1.29M	–	103
2023 Q2	$1.29M	Sell	11,685 -97,410	-89%	-$10.7M	0.84%	34
2023 Q1	$12.1M	Sell	109,095 -28,891	-21%	-$3.18M	9.02%	2
2022 Q4	$15.2M	Sell	137,986 -86,781	-39%	-$9.54M	11.99%	2
2022 Q3	$24.7M	Buy	224,767 +86,149	+62%	+$9.48M	22.16%	1
2022 Q2	$15.3M	Buy	138,618 +135,393	+4,198%	+$14.9M	11.33%	3
2022 Q1	$356K	Hold	3,225	–	–	0.23%	82
2021 Q4	$356K	Buy	+3,225	New	+$356K	0.21%	77
2021 Q3	–	Sell	-3,225	Closed	-$356K	–	112
2021 Q2	$356K	Hold	3,225	–	–	0.22%	82
2021 Q1	$356K	Sell	3,225 -1,871	-37%	-$207K	0.27%	68
2020 Q4	$563K	Buy	+5,096	New	+$564K	0.47%	47

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northstar Advisory Group's SHV Position: Q1 2025 in Review

Northstar Advisory Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2025, closing a stake of 5,205 shares — an estimated $573K sold.

Northstar Advisory Group first reported a position in SHV in Q4 2020 and held it in 11 quarters. The position peaked at $24.7M in Q3 2022. 721 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

Northstar Advisory Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Northstar Advisory Group sold 5,205 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $573K.
Northstar Advisory Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and held it in 11 quarters.
Northstar Advisory Group's iShares 0-1 Year Treasury Bond ETF position peaked at $24.7M in Q3 2022.
721 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Northstar Advisory Group's 13F filing for Q1 2025, filed 14 Apr 2025.