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Teamwork Financial Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Teamwork Financial Advisors’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
-5,723
Closed -$633K – 193
2024
Q3 		$633K Buy
5,723
+1,746
+44% +$193K 0.09% 92
2024
Q2 		$439K Sell
3,977
-2,348
-37% -$259K 0.07% 96
2024
Q1 		$699K Sell
6,325
-35
-0.6% -$3.86K 0.11% 89
2023
Q4 		$700K Buy
6,360
+1,964
+45% +$216K 0.12% 82
2023
Q3 		$486K Sell
4,396
-273
-6% -$30.1K 0.08% 129
2023
Q2 		$516K Buy
4,669
+172
+4% +$19K 0.08% 124
2023
Q1 		$497K Buy
4,497
+14
+0.3% +$1.54K 0.09% 123
2022
Q4 		$493K Sell
4,483
-520
-10% -$57.2K 0.1% 127
2022
Q3 		$550K Buy
5,003
+288
+6% +$31.7K 0.12% 107
2022
Q2 		$519K Sell
4,715
-1,429
-23% -$157K 0.11% 125
2022
Q1 		$677K Buy
6,144
+2,233
+57% +$246K 0.13% 140
2021
Q4 		$432K Sell
3,911
-388
-9% -$42.9K 0.08% 202
2021
Q3 		$475K Buy
4,299
+32
+0.7% +$3.54K 0.09% 166
2021
Q2 		$472K Sell
4,267
-7,296
-63% -$806K 0.1% 156
2021
Q1 		$1.28M Sell
11,563
-139
-1% -$15.4K 0.3% 66
2020
Q4 		$1.29M Buy
+11,702
New +$1.29M 0.31% 63

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Teamwork Financial Advisors's SHV Position: Q4 2024 in Review

Teamwork Financial Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2024, closing a stake of 5,723 shares — an estimated $633K sold.

Teamwork Financial Advisors first reported a position in SHV in Q4 2020 and held it in 16 quarters. The position peaked at $1.29M in Q4 2020. 723 funds tracked by Wall St. Rank hold SHV as of Q4 2024.

  • Teamwork Financial Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Teamwork Financial Advisors sold 5,723 iShares 0-1 Year Treasury Bond ETF shares in Q4 2024, an estimated $633K.
  • Teamwork Financial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and held it in 16 quarters.
  • Teamwork Financial Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $1.29M in Q4 2020.
  • 723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2024.

Based on Teamwork Financial Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.