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

Resurgent 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	-1,823	Closed	-$202K	–	201
2024 Q1	$202K	Sell	1,823 -262	-13%	-$28.9K	0.11%	183
2023 Q4	$230K	Buy	2,085 +1,706	+450%	+$188K	0.14%	153
2023 Q3	$41.9K	Sell	379 -410	-52%	-$45.2K	0.03%	356
2023 Q2	$87.1K	Sell	789 -311	-28%	-$34.3K	0.06%	250
2023 Q1	$122K	Sell	1,100 -135	-11%	-$14.9K	0.08%	206
2022 Q4	$136K	Sell	1,235 -4,017	-76%	-$442K	0.07%	259
2022 Q3	$578K	Sell	5,252 -5,885	-53%	-$647K	0.39%	80
2022 Q2	$1.23M	Buy	+11,137	New	+$1.23M	0.79%	34

Other funds holding SHV

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Resurgent Financial Advisors's SHV Position: Q2 2024 in Review

Resurgent Financial Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2024, closing a stake of 1,823 shares — an estimated $202K sold.

Resurgent Financial Advisors first reported a position in SHV in Q2 2022 and held it in 8 quarters. The position peaked at $1.23M in Q2 2022. 674 funds tracked by Wall St. Rank hold SHV as of Q2 2024.

Resurgent Financial Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 1,823 iShares 0-1 Year Treasury Bond ETF shares in Q2 2024, an estimated $202K.
Resurgent Financial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and held it in 8 quarters.
Resurgent Financial Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $1.23M in Q2 2022.
674 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2024.

Based on Resurgent Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.