SW
SHV icon

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

Simplicity Wealth’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
Q3 		– Sell
-7,240
Closed -$800K – 1077
2024
Q2 		$800K Sell
7,240
-1,425
-16% -$157K 0.02% 596
2024
Q1 		$958K Buy
+8,665
New +$956K 0.02% 535

Other funds holding SHV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $530B 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Simplicity Wealth's SHV Position: Q3 2024 in Review

Simplicity Wealth sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2024, closing a stake of 7,240 shares — an estimated $800K sold.

Simplicity Wealth first reported a position in SHV in Q1 2024 and held it in 2 quarters. The position peaked at $958K in Q1 2024. 675 funds tracked by Wall St. Rank hold SHV as of Q3 2024.

  • Simplicity Wealth reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 7,240 iShares 0-1 Year Treasury Bond ETF shares in Q3 2024, an estimated $800K.
  • Simplicity Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $958K in Q1 2024.
  • 675 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.