AWM
SHV icon

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

Avaii 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
2022
Q1 		– Sell
-5,701
Closed -$630K – 137
2021
Q4 		$630K Buy
+5,701
New +$630K 0.63% 28

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Avaii Wealth Management's SHV Position: Q1 2022 in Review

Avaii Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2022, closing a stake of 5,701 shares — an estimated $630K sold.

Avaii Wealth Management first reported a position in SHV in Q4 2021 and held it in 1 quarter. The position peaked at $630K in Q4 2021. 491 funds tracked by Wall St. Rank hold SHV as of Q1 2022.

  • Avaii Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Avaii Wealth Management sold 5,701 iShares 0-1 Year Treasury Bond ETF shares in Q1 2022, an estimated $630K.
  • Avaii Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and held it in 1 quarter.
  • Avaii Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $630K in Q4 2021.
  • 491 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2022.

Based on Avaii Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.