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

Summit Wealth Group’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	–	Sell	-2,384	Closed	-$264K	–	102
2024 Q3	$264K	Sell	2,384 -579	-20%	-$63.9K	0.08%	83
2024 Q2	$327K	Buy	+2,963	New	+$327K	0.1%	64
2023 Q3	–	Sell	-9,117	Closed	-$1.01M	–	66
2023 Q2	$1.01M	Sell	9,117 -1,041,628	-99%	-$115M	0.41%	35
2023 Q1	$10K	Buy	+1,050,745	New	+$116M	0.24%	41
2021 Q1	–	Sell	-53,484	Closed	-$5.91M	–	207
2020 Q4	$5.91M	Sell	53,484 -9,172	-15%	-$1.01M	3.71%	10
2020 Q3	$6.94M	Sell	62,656 -16,026	-20%	-$1.77M	6.02%	6
2020 Q2	$8.71M	Sell	78,682 -7,124	-8%	-$789K	7.97%	4
2020 Q1	$9.53M	Buy	85,806 +4,118	+5%	+$456K	9.65%	4
2019 Q4	$9.02M	Buy	+81,688	New	+$9.03M	8.51%	4

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

Summit Wealth Group's SHV Position: Q4 2024 in Review

Summit Wealth Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2024, closing a stake of 2,384 shares — an estimated $264K sold.

Summit Wealth Group first reported a position in SHV in Q4 2019 and held it in 9 quarters. The position peaked at $9.53M in Q1 2020. 723 funds tracked by Wall St. Rank hold SHV as of Q4 2024.

Summit Wealth Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Summit Wealth Group sold 2,384 iShares 0-1 Year Treasury Bond ETF shares in Q4 2024, an estimated $264K.
Summit Wealth Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and held it in 9 quarters.
Summit Wealth Group's iShares 0-1 Year Treasury Bond ETF position peaked at $9.53M in Q1 2020.
723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2024.

Based on Summit Wealth Group's 13F filing for Q4 2024, filed 4 Feb 2025.