TAP Consulting’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

TAP Consulting’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	$220K	Sell	1,999 -283	-12%	-$31.2K	0.05%	146
2024 Q3	$253K	Sell	2,282 -154	-6%	-$17K	0.05%	142
2024 Q2	$269K	Sell	2,436 -21,296	-90%	-$2.35M	0.06%	141
2024 Q1	$2.62M	Sell	23,732 -51	-0.2%	-$5.63K	0.58%	52
2023 Q4	$2.62M	Buy	23,783 +24	+0.1%	+$2.65K	0.63%	39
2023 Q3	$2.62M	Buy	23,759 +240	+1%	+$26.5K	0.68%	41
2023 Q2	$2.6M	Sell	23,519 -41,443	-64%	-$4.57M	0.64%	45
2023 Q1	$7.18M	Sell	64,962 -36,192	-36%	-$3.99M	1.76%	13
2022 Q4	$11.1M	Buy	101,154 +3,083	+3%	+$339K	2.91%	4
2022 Q3	$10.8M	Sell	98,071 -295,136	-75%	-$32.5M	2.89%	2
2022 Q2	$43.3M	Buy	+393,207	New	+$43.3M	12.01%	1

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TAP Consulting's SHV Position: Q4 2024 in Review

TAP Consulting reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 12% in Q4 2024, selling an estimated $31.2K and leaving 1,999 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #146.

TAP Consulting first reported a position in SHV in Q2 2022 and has held it in 11 quarters since. The position peaked at $43.3M in Q2 2022. 724 funds tracked by Wall St. Rank hold SHV as of Q4 2024.

TAP Consulting held 1,999 shares of iShares 0-1 Year Treasury Bond ETF worth $220K as of Q4 2024.
TAP Consulting sold 283 iShares 0-1 Year Treasury Bond ETF shares in Q4 2024, an estimated $31.2K.
iShares 0-1 Year Treasury Bond ETF made up 0.05% of TAP Consulting's portfolio in Q4 2024, its #146 holding.
TAP Consulting first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and has held it in 11 quarters since.
TAP Consulting's iShares 0-1 Year Treasury Bond ETF position peaked at $43.3M in Q2 2022.
724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.