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	–	869
2024 Q1	$54.9K	Buy	+497	New	+$54.8K	0.01%	318
2021 Q2	–	Sell	-10	Closed	-$1K	–	1070
2021 Q1	$1K	Buy	+10	New	+$1.1K	﹤0.01%	974
2020 Q2	–	Sell	-311	Closed	-$35K	–	834
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 New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Plante Moran Financial Advisors's SHV Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2024, closing a stake of 497 shares — an estimated $54.9K sold.

Plante Moran Financial Advisors first reported a position in SHV in Q4 2014 and held it in 6 quarters. The position peaked at $133K in Q3 2019. 675 funds tracked by Wall St. Rank hold SHV as of Q2 2024.

Plante Moran Financial Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 497 iShares 0-1 Year Treasury Bond ETF shares in Q2 2024, an estimated $54.9K.
Plante Moran Financial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2014 and held it in 6 quarters.
Plante Moran Financial Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $133K in Q3 2019.
675 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.