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

Atlas Private Wealth Advisors’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
2021
Q4 		– Sell
-7
Closed -$1K – 599
2021
Q3 		$1K Buy
+7
New +$773 ﹤0.01% 730

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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $446M AUM 7.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Atlas Private Wealth Advisors's SHV Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2021, closing a stake of 7 shares — an estimated $1K sold.

Atlas Private Wealth Advisors first reported a position in SHV in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 463 funds tracked by Wall St. Rank hold SHV as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 7 iShares 0-1 Year Treasury Bond ETF shares in Q4 2021, an estimated $1K.
  • Atlas Private Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2021 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $1K in Q3 2021.
  • 463 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.