RAFFA WEALTH MANAGEMENT, LLC’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,113
| Closed | -$233K | – | 1146 |
|
|
2023
Q4 | $233K | Buy |
+2,113
| New | +$233K | 0.07% | 71 |
|
|
2021
Q4 | – | Sell |
-300
| Closed | -$33.1K | – | 1143 |
|
|
2021
Q3 | $33.1K | Hold |
300
| – | – | 0.01% | 160 |
|
|
2021
Q2 | $33.1K | Hold |
300
| – | – | 0.01% | 165 |
|
|
2021
Q1 | $33.2K | Hold |
300
| – | – | 0.01% | 157 |
|
|
2020
Q4 | $33.2K | Hold |
300
| – | – | 0.01% | 152 |
|
|
2020
Q3 | $33.2K | Hold |
300
| – | – | 0.01% | 145 |
|
|
2020
Q2 | $33.2K | Hold |
300
| – | – | 0.01% | 139 |
|
|
2020
Q1 | $33.3K | Hold |
300
| – | – | 0.01% | 126 |
|
|
2019
Q4 | $33.1K | Hold |
300
| – | – | 0.01% | 161 |
|
|
2019
Q3 | $33.2K | Buy |
+300
| New | +$33.2K | 0.01% | 161 |
|
|
2019
Q2 | – | Sell |
-300
| Closed | -$33.2K | – | 1278 |
|
|
2019
Q1 | $33.2K | Hold |
300
| – | – | 0.01% | 137 |
|
|
2018
Q4 | $33.1K | Hold |
300
| – | – | 0.01% | 153 |
|
|
2018
Q3 | $33.1K | Hold |
300
| – | – | 0.01% | 156 |
|
|
2018
Q2 | $33.1K | Hold |
300
| – | – | 0.01% | 146 |
|
|
2018
Q1 | $33.1K | Hold |
300
| – | – | 0.01% | 142 |
|
|
2017
Q4 | $33.1K | Hold |
300
| – | – | 0.01% | 145 |
|
|
2017
Q3 | $33.1K | Hold |
300
| – | – | 0.01% | 148 |
|
|
2017
Q2 | $33.1K | Hold |
300
| – | – | 0.01% | 143 |
|
|
2017
Q1 | $33.1K | Hold |
300
| – | – | 0.02% | 121 |
|
|
2016
Q4 | $33.1K | Hold |
300
| – | – | 0.02% | 121 |
|
|
2016
Q3 | $33.1K | Sell |
300
-100
| -25% | -$11K | 0.02% | 112 |
|
|
2016
Q2 | $44.2K | Hold |
400
| – | – | 0.02% | 91 |
|
|
2016
Q1 | $44.1K | Hold |
400
| – | – | 0.03% | 102 |
|
|
2015
Q4 | $44.1K | Hold |
400
| – | – | 0.03% | 94 |
|
|
2015
Q3 | $44.1K | Sell |
400
-145
| -27% | -$16K | 0.03% | 94 |
|
|
2015
Q2 | $60.1K | Hold |
545
| – | – | 0.04% | 73 |
|
|
2015
Q1 | $60.1K | Hold |
545
| – | – | 0.04% | 66 |
|
|
2014
Q4 | $60.1K | Hold |
545
| – | – | 0.04% | 67 |
|
|
2014
Q3 | $60.1K | Hold |
545
| – | – | 0.05% | 69 |
|
|
2014
Q2 | $60.1K | Hold |
545
| – | – | 0.05% | 70 |
|
|
2014
Q1 | $60.1K | Hold |
545
| – | – | 0.05% | 70 |
|
|
2013
Q4 | $60.1K | Buy |
+545
| New | +$60.1K | 0.04% | 67 |
|
Other funds holding SHV
BBVA
RAFFA WEALTH MANAGEMENT, LLC's SHV Position: Q1 2024 in Review
RAFFA WEALTH MANAGEMENT, LLC sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2024, closing a stake of 2,113 shares — an estimated $233K sold.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in SHV in Q4 2013 and held it in 32 quarters. The position peaked at $233K in Q4 2023. 682 funds tracked by Wall St. Rank hold SHV as of Q1 2024.
- RAFFA WEALTH MANAGEMENT, LLC reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
- RAFFA WEALTH MANAGEMENT, LLC sold 2,113 iShares 0-1 Year Treasury Bond ETF shares in Q1 2024, an estimated $233K.
- RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2013 and held it in 32 quarters.
- RAFFA WEALTH MANAGEMENT, LLC's iShares 0-1 Year Treasury Bond ETF position peaked at $233K in Q4 2023.
- 682 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2024.
Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2024, filed 27 Jul 2026.