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Opal Wealth Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Opal Wealth 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
Q3 		– Sell
-24
Closed -$2.65K – 994
2024
Q2 		$2.65K Buy
+24
New +$2.65K ﹤0.01% 921

Other funds holding SHV

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Opal Wealth Advisors's SHV Position: Q3 2024 in Review

Opal Wealth Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2024, closing a stake of 24 shares — an estimated $2.65K sold.

Opal Wealth Advisors first reported a position in SHV in Q2 2024 and held it in 1 quarter. The position peaked at $2.65K in Q2 2024. 675 funds tracked by Wall St. Rank hold SHV as of Q3 2024.

  • Opal Wealth Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 24 iShares 0-1 Year Treasury Bond ETF shares in Q3 2024, an estimated $2.65K.
  • Opal Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $2.65K in Q2 2024.
  • 675 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.