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

Triad Wealth Partners’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
-29
Closed -$3.21K – 752
2024
Q2 		$3.21K Buy
+29
New +$3.2K ﹤0.01% 665

Other funds holding SHV

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Triad Wealth Partners's SHV Position: Q3 2024 in Review

Triad Wealth Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2024, closing a stake of 29 shares — an estimated $3.21K sold.

Triad Wealth Partners first reported a position in SHV in Q2 2024 and held it in 1 quarter. The position peaked at $3.21K in Q2 2024. 675 funds tracked by Wall St. Rank hold SHV as of Q3 2024.

  • Triad Wealth Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 29 iShares 0-1 Year Treasury Bond ETF shares in Q3 2024, an estimated $3.21K.
  • Triad Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $3.21K in Q2 2024.
  • 675 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.