Private Portfolio Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Private Portfolio Partners’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 Q4	$867K	Sell	7,878 -139	-2%	-$15.3K	0.16%	110
2024 Q3	$887K	Buy	+8,017	New	+$885K	0.17%	105
2024 Q2	–	Sell	-8,734	Closed	-$965K	–	229
2024 Q1	$965K	Sell	8,734 -329	-4%	-$36.3K	0.2%	91
2023 Q4	$998K	Sell	9,063 -21	-0.2%	-$2.31K	0.23%	81
2023 Q3	$1M	Sell	9,084 -1,919	-17%	-$212K	0.26%	73
2023 Q2	$1.22M	Sell	11,003 -2,212	-17%	-$244K	0.31%	64
2023 Q1	$1.46M	Sell	13,215 -1,528	-10%	-$168K	0.4%	55
2022 Q4	$1.62M	Sell	14,743 -463	-3%	-$50.9K	0.43%	51
2022 Q3	$1.67M	Buy	+15,206	New	+$1.67M	0.48%	45

Other funds holding SHV

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Private Portfolio Partners's SHV Position: Q4 2024 in Review

Private Portfolio Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.7% in Q4 2024, selling an estimated $15.3K and leaving 7,878 shares worth $867K. The position accounts for 0.16% of the portfolio, ranked #110.

Private Portfolio Partners first reported a position in SHV in Q3 2022 and has held it in 9 quarters since. The position peaked at $1.67M in Q3 2022. 723 funds tracked by Wall St. Rank hold SHV as of Q4 2024.

Private Portfolio Partners held 7,878 shares of iShares 0-1 Year Treasury Bond ETF worth $867K as of Q4 2024.
Private Portfolio Partners sold 139 iShares 0-1 Year Treasury Bond ETF shares in Q4 2024, an estimated $15.3K.
iShares 0-1 Year Treasury Bond ETF made up 0.16% of Private Portfolio Partners's portfolio in Q4 2024, its #110 holding.
Private Portfolio Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and has held it in 9 quarters since.
Private Portfolio Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $1.67M in Q3 2022.
723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.