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

Angeles 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
2023
Q4 		– Sell
-727
Closed -$80.3K – 272
2023
Q3 		$80.3K Hold
727
– – 0.01% 190
2023
Q2 		$80.3K Buy
+727
New +$80.1K 0.01% 199
2023
Q1 		– Sell
-909
Closed -$99.9K – 224
2022
Q4 		$99.9K Buy
+909
New +$99.9K 0.02% 183

Other funds holding SHV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Angeles Wealth Management's SHV Position: Q4 2023 in Review

Angeles Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2023, closing a stake of 727 shares — an estimated $80.3K sold.

Angeles Wealth Management first reported a position in SHV in Q4 2022 and held it in 3 quarters. The position peaked at $99.9K in Q4 2022. 696 funds tracked by Wall St. Rank hold SHV as of Q4 2023.

  • Angeles Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Angeles Wealth Management sold 727 iShares 0-1 Year Treasury Bond ETF shares in Q4 2023, an estimated $80.3K.
  • Angeles Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 3 quarters.
  • Angeles Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $99.9K in Q4 2022.
  • 696 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2023.

Based on Angeles Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.