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

SteelPeak 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	-2,899	Closed	-$320K	–	599
2024 Q2	$320K	Sell	2,899 -582	-17%	-$64.2K	0.01%	372
2024 Q1	$385K	Buy	3,481 +72	+2%	+$7.94K	0.02%	329
2023 Q4	$375K	Sell	3,409 -1,794	-34%	-$198K	0.02%	311
2023 Q3	$575K	Buy	5,203 +2,723	+110%	+$300K	0.04%	235
2023 Q2	$274K	Sell	2,480 -438	-15%	-$48.3K	0.02%	341
2023 Q1	$322K	Buy	2,918 +797	+38%	+$87.8K	0.02%	293
2022 Q4	$233K	Sell	2,121 -530	-20%	-$58.3K	0.02%	347
2022 Q3	$292K	Sell	2,651 -411	-13%	-$45.2K	0.02%	326
2022 Q2	$337K	Sell	3,062 -354	-10%	-$39K	0.02%	304
2022 Q1	$377K	Buy	+3,416	New	+$377K	0.02%	322

Other funds holding SHV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

SteelPeak Wealth's SHV Position: Q3 2024 in Review

SteelPeak Wealth sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2024, closing a stake of 2,899 shares — an estimated $320K sold.

SteelPeak Wealth first reported a position in SHV in Q1 2022 and held it in 10 quarters. The position peaked at $575K in Q3 2023. 675 funds tracked by Wall St. Rank hold SHV as of Q3 2024.

SteelPeak Wealth reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
SteelPeak Wealth sold 2,899 iShares 0-1 Year Treasury Bond ETF shares in Q3 2024, an estimated $320K.
SteelPeak Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and held it in 10 quarters.
SteelPeak Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $575K in Q3 2023.
675 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2024.

Based on SteelPeak Wealth's 13F filing for Q3 2024, filed 25 Oct 2024.