Prudential Financial
SHV icon

Prudential Financial’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Prudential Financial’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 		– Sell
-18,322
Closed -$2.03M – 2641
2024
Q3 		$2.03M Sell
18,322
-6,683
-27% -$738K ﹤0.01% 1490
2024
Q2 		$2.76M Sell
25,005
-562
-2% -$62K ﹤0.01% 1230
2024
Q1 		$2.83M Sell
25,567
-2,707
-10% -$299K ﹤0.01% 1244
2023
Q4 		$3.11M Sell
28,274
-9,194
-25% -$1.01M ﹤0.01% 1176
2023
Q3 		$4.14M Sell
37,468
-1,582
-4% -$174K 0.01% 982
2023
Q2 		$4.31M Sell
39,050
-3,191
-8% -$352K 0.01% 967
2023
Q1 		$4.67M Sell
42,241
-6,257
-13% -$689K 0.01% 895
2022
Q4 		$5.33M Sell
48,498
-33,694
-41% -$3.7M 0.01% 845
2022
Q3 		$9.04M Buy
82,192
+25,374
+45% +$2.79M 0.02% 682
2022
Q2 		$6.25M Buy
56,818
+49,878
+719% +$5.49M 0.01% 825
2022
Q1 		$765K Sell
6,940
-152
-2% -$16.8K ﹤0.01% 2000
2021
Q4 		$783K Buy
7,092
+164
+2% +$18.1K ﹤0.01% 2000
2021
Q3 		$765K Sell
6,928
-18,671
-73% -$2.06M ﹤0.01% 1957
2021
Q2 		$2.83M Sell
25,599
-8,022
-24% -$886K ﹤0.01% 1322
2021
Q1 		$3.71M Buy
33,621
+12,253
+57% +$1.35M 0.01% 1160
2020
Q4 		$2.36M Buy
21,368
+13,173
+161% +$1.46M ﹤0.01% 1333
2020
Q3 		$907K Sell
8,195
-82
-1% -$9.08K ﹤0.01% 1689
2020
Q2 		$917K Buy
8,277
+5,235
+172% +$580K ﹤0.01% 1685
2020
Q1 		$338K Buy
3,042
+215
+8% +$23.8K ﹤0.01% 2029
2019
Q4 		$312K Sell
2,827
-165
-6% -$18.2K ﹤0.01% 2193
2019
Q3 		$331K Sell
2,992
-4,454
-60% -$492K ﹤0.01% 2171
2019
Q2 		$824K Sell
7,446
-1,748
-19% -$193K ﹤0.01% 1938
2019
Q1 		$1.02M Buy
9,194
+5,308
+137% +$586K ﹤0.01% 1868
2018
Q4 		$429K Buy
+3,886
New +$429K ﹤0.01% 2045

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prudential Financial's SHV Position: Q4 2024 in Review

Prudential Financial sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2024, closing a stake of 18,322 shares — an estimated $2.03M sold.

Prudential Financial first reported a position in SHV in Q4 2018 and held it in 24 quarters. The position peaked at $9.04M in Q3 2022. 724 funds tracked by Wall St. Rank hold SHV as of Q4 2024.

  • Prudential Financial reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 18,322 iShares 0-1 Year Treasury Bond ETF shares in Q4 2024, an estimated $2.03M.
  • Prudential Financial first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 24 quarters.
  • Prudential Financial's iShares 0-1 Year Treasury Bond ETF position peaked at $9.04M in Q3 2022.
  • 724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.