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

Tradition Wealth Management’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 Q1	–	Sell	-33	Closed	-$4K	–	1042
2023 Q4	$4K	Sell	33 -163	-83%	-$18K	﹤0.01%	1197
2023 Q3	$22K	Hold	196	–	–	﹤0.01%	824
2023 Q2	$22K	Buy	+196	New	+$21.6K	﹤0.01%	860
2023 Q1	–	Sell	-151	Closed	-$17K	–	1313
2022 Q4	$17K	Buy	+151	New	+$16.6K	﹤0.01%	787
2022 Q2	–	Sell	-27	Closed	-$3K	–	1145
2022 Q1	$3K	Hold	27	–	–	﹤0.01%	1122
2021 Q4	$3K	Hold	27	–	–	﹤0.01%	1146
2021 Q3	$3K	Hold	27	–	–	﹤0.01%	1132
2021 Q2	$3K	Buy	+27	New	+$2.98K	﹤0.01%	1147
2021 Q1	–	Sell	-27	Closed	-$3K	–	993
2020 Q4	$3K	Buy	+27	New	+$2.99K	﹤0.01%	910

Other funds holding SHV

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Tradition Wealth Management's SHV Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2024, closing a stake of 33 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in SHV in Q4 2020 and held it in 9 quarters. The position peaked at $22K in Q3 2023. 682 funds tracked by Wall St. Rank hold SHV as of Q1 2024.

Tradition Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 33 iShares 0-1 Year Treasury Bond ETF shares in Q1 2024, an estimated $4K.
Tradition Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and held it in 9 quarters.
Tradition Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $22K in Q3 2023.
682 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.