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Rational Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Rational 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
-1,422
Closed -$157K – 225
2024
Q1 		$157K Sell
1,422
-340
-19% -$37.5K 0.01% 110
2023
Q4 		$194K Buy
+1,762
New +$194K 0.02% 99
2019
Q1 		– Sell
-308,432
Closed -$34M – 564
2018
Q4 		$34M Buy
308,432
+86,679
+39% +$9.56M 10.62% 1
2018
Q3 		$24.5M Buy
221,753
+221,422
+66,895% +$24.4M 5.86% 1
2018
Q2 		$37K Sell
331
-3,229
-91% -$356K 0.02% 284
2018
Q1 		$393K Sell
3,560
-114,323
-97% -$12.6M 0.19% 164
2017
Q4 		$13M Buy
117,883
+16,980
+17% +$1.87M 6.73% 1
2017
Q3 		$11.1M Buy
100,903
+82,604
+451% +$9.11M 5.96% 1
2017
Q2 		$2.02M Sell
18,299
-29,364
-62% -$3.24M 1.26% 16
2017
Q1 		$5.26M Buy
47,663
+36,687
+334% +$4.05M 3.46% 1
2016
Q4 		$1.21M Sell
10,976
-7,753
-41% -$856K 1.16% 40
2016
Q3 		$2.07M Buy
+18,729
New +$2.07M 1.36% 13

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Nova Scotia
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rational Advisors's SHV Position: Q2 2024 in Review

Rational Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2024, closing a stake of 1,422 shares — an estimated $157K sold.

Rational Advisors first reported a position in SHV in Q3 2016 and held it in 12 quarters. The position peaked at $34M in Q4 2018. 674 funds tracked by Wall St. Rank hold SHV as of Q2 2024.

  • Rational Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Rational Advisors sold 1,422 iShares 0-1 Year Treasury Bond ETF shares in Q2 2024, an estimated $157K.
  • Rational Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2016 and held it in 12 quarters.
  • Rational Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $34M in Q4 2018.
  • 674 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2024.

Based on Rational Advisors's 13F filing for Q2 2024, filed 25 Jul 2024.