Sanctuary Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Sanctuary Wealth 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 Q4	$1.76K	Hold	16	–	–	﹤0.01%	242
2024 Q3	$1.77K	Hold	16	–	–	﹤0.01%	238
2024 Q2	$1.77K	Hold	16	–	–	﹤0.01%	220
2024 Q1	$1.77K	Hold	16	–	–	﹤0.01%	210
2023 Q4	$1.76K	Hold	16	–	–	﹤0.01%	214
2023 Q3	$1.77K	Hold	16	–	–	﹤0.01%	203
2023 Q2	$1.77K	Buy	+16	New	+$1.76K	﹤0.01%	205
2022 Q4	$40.2K	Buy	+366	New	+$40.2K	0.05%	73
2022 Q3	–	Sell	-18,762	Closed	-$2.07M	–	33
2022 Q2	$2.07M	Buy	+18,762	New	+$2.07M	2.53%	8

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

Sanctuary Wealth Management's SHV Position: Q4 2024 in Review

Sanctuary Wealth Management held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q4 2024 at 16 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Sanctuary Wealth Management first reported a position in SHV in Q2 2022 and has held it in 9 quarters since. The position peaked at $2.07M in Q2 2022. 723 funds tracked by Wall St. Rank hold SHV as of Q4 2024.

Sanctuary Wealth Management held 16 shares of iShares 0-1 Year Treasury Bond ETF worth $1.76K as of Q4 2024.
Sanctuary Wealth Management left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q4 2024.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #242 holding.
Sanctuary Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and has held it in 9 quarters since.
Sanctuary Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $2.07M in Q2 2022.
723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.