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

Argonautica Private 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
2025 Q1	–	Sell	-11,047	Closed	-$1.22M	–	202
2024 Q4	$1.22M	Sell	11,047 -202	-2%	-$22.3K	0.39%	61
2024 Q3	$1.24M	Buy	11,249 +209	+2%	+$23.1K	0.41%	57
2024 Q2	$1.22M	Buy	11,040 +145	+1%	+$16K	0.42%	56
2024 Q1	$1.2M	Buy	10,895 +54	+0.5%	+$5.96K	0.43%	56
2023 Q4	$1.19M	Buy	10,841 +20	+0.2%	+$2.21K	0.49%	57
2023 Q3	$1.2M	Buy	+10,821	New	+$1.19M	0.54%	53

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Argonautica Private Wealth Management's SHV Position: Q1 2025 in Review

Argonautica Private Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2025, closing a stake of 11,047 shares — an estimated $1.22M sold.

Argonautica Private Wealth Management first reported a position in SHV in Q3 2023 and held it in 6 quarters. The position peaked at $1.24M in Q3 2024. 721 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

Argonautica Private Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Argonautica Private Wealth Management sold 11,047 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $1.22M.
Argonautica Private Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and held it in 6 quarters.
Argonautica Private Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $1.24M in Q3 2024.
721 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Argonautica Private Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.