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Plante Moran Financial Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Plante Moran Financial 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
Q2 		– Sell
-497
Closed -$54.9K – 881
2024
Q1 		$54.9K Buy
+497
New +$54.8K 0.01% 318
2021
Q2 		– Sell
-10
Closed -$1K – 1087
2021
Q1 		$1K Buy
+10
New +$1.1K ﹤0.01% 974
2020
Q2 		– Sell
-311
Closed -$35K – 858
2020
Q1 		$35K Buy
+311
New +$34.4K 0.02% 310
2019
Q4 		– Sell
-1,203
Closed -$133K – 882
2019
Q3 		$133K Buy
+1,203
New +$133K 0.04% 210
2018
Q2 		– Sell
-236
Closed -$26K – 952
2018
Q1 		$26K Buy
+236
New +$26K 0.01% 462
2015
Q1 		– Sell
-196
Closed -$22K – 784
2014
Q4 		$22K Buy
+196
New +$21.6K 0.02% 396

Other funds holding SHV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $501B 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 $564B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return