SHV

Ishares Short Treasury Bond

Latest period2024 - Q4Total superinvestors104

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 104 superinvestors own shares of Ishares Short Treasury Bond (SHV), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Short Treasury Bond (SHV), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Short Treasury Bond (SHV) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Short Treasury Bond (SHV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Jennifer Valteau@Truwealth Advisors, Llc
Recent Activity
Decreased -34.71%
0.06%
$930,656
8,452 shares@ 110.12 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Decreased -72.25%
0.01%
$929,000
8,437 shares@ 110.12 avg price
Jeffrey Dominguez@Dominguez Wealth Management Solutions, Inc.
Recent Activity
Decreased -0.02%
0.61%
$824,619
7,489 shares@ 110.12 avg price
Stephanie West@Org Partners Llc
Recent Activity
Decreased -63.52%
0.11%
$749,622
6,809 shares@ 110.1 avg price
Katherine Saltonstall@Sandy Cove Advisors, Llc
Recent Activity
Decreased -1.08%
0.3%
$743,573
6,753 shares@ 110.12 avg price
Bruce Roberts@Erts Wealth Advisors, Llc
Recent Activity
Decreased -3.08%
0.13%
$671,289
6,097 shares@ 110.11 avg price
Jack C. Marino Jr.@Lake Hills Wealth Management, Llc
Recent Activity
Decreased -22.48%
0.46%
$670,570
6,090 shares@ 110.12 avg price
Michael Brannen@Rda Financial Network
Recent Activity
Decreased -48.57%
0.2%
$664,514
6,035 shares@ 110.12 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -2.2%
0.02%
$662,973
6,021 shares@ 110.12 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Decreased -12.49%
0.04%
$594,476
5,399 shares@ 110.11 avg price