RMAM
SHV icon

Raab & Moskowitz Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Raab & Moskowitz Asset Management’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
-2,245
Closed -$247K – 172
2023
Q4 		$247K Hold
2,245
– – 0.08% 151
2023
Q3 		$248K Sell
2,245
-654
-23% -$72.1K 0.09% 150
2023
Q2 		$320K Buy
+2,899
New +$320K 0.11% 134
2020
Q1 		– Sell
-100
Closed -$11K – 438
2019
Q4 		$11K Buy
+100
New +$11.1K ﹤0.01% 396
2019
Q1 		– Sell
-2,275
Closed -$250K – 173
2018
Q4 		$250K Buy
2,275
+2,175
+2,175% +$240K 0.12% 139
2018
Q3 		$11K Buy
+100
New +$11K ﹤0.01% 401
2015
Q1 		– Sell
-100
Closed -$11K – 324
2014
Q4 		$11K Buy
+100
New +$11K 0.01% 317

Other funds holding SHV

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $57.1B AUM 35.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return