PFGIA
SHV icon

Patriot Financial Group Insurance Agency’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Patriot Financial Group Insurance Agency’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
-3,394
Closed -$374K – 508
2023
Q4 		$374K Buy
+3,394
New +$374K 0.07% 292
2022
Q3 		– Sell
-749
Closed -$82K – 1687
2022
Q2 		$82K Buy
749
+576
+333% +$63.5K 0.02% 596
2022
Q1 		$19K Sell
173
-884
-84% -$97.5K ﹤0.01% 1115
2021
Q4 		$117K Buy
1,057
+910
+619% +$100K 0.02% 609
2021
Q3 		$16K Hold
147
– – ﹤0.01% 1309
2021
Q2 		$16K Hold
147
– – ﹤0.01% 1280
2021
Q1 		$16K Sell
147
-35
-19% -$3.87K ﹤0.01% 1198
2020
Q4 		$20K Hold
182
– – 0.01% 975
2020
Q3 		$20K Sell
182
-251
-58% -$27.8K 0.01% 799
2020
Q2 		$48K Buy
433
+233
+117% +$25.8K 0.02% 529
2020
Q1 		$22K Buy
200
+38
+23% +$4.21K 0.01% 642
2019
Q4 		$18K Sell
162
-35
-18% -$3.87K 0.01% 713
2019
Q3 		$22K Buy
197
+35
+22% +$3.87K 0.01% 622
2019
Q2 		$18K Buy
162
+19
+13% +$2.1K 0.01% 683
2019
Q1 		$16K Sell
143
-229
-62% -$25.3K 0.01% 601
2018
Q4 		$41K Buy
+372
New +$41K 0.03% 358

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $445B AUM 25.58% 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

Patriot Financial Group Insurance Agency's SHV Position: Q1 2024 in Review

Patriot Financial Group Insurance Agency sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2024, closing a stake of 3,394 shares — an estimated $374K sold.

Patriot Financial Group Insurance Agency first reported a position in SHV in Q4 2018 and held it in 16 quarters. The position peaked at $374K in Q4 2023. 682 funds tracked by Wall St. Rank hold SHV as of Q1 2024.

  • Patriot Financial Group Insurance Agency reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3,394 iShares 0-1 Year Treasury Bond ETF shares in Q1 2024, an estimated $374K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 16 quarters.
  • Patriot Financial Group Insurance Agency's iShares 0-1 Year Treasury Bond ETF position peaked at $374K in Q4 2023.
  • 682 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2024, filed 30 Apr 2024.