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Baldwin Wealth Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-55
Closed -$6.08K – 870
2024
Q3 		$6.08K Hold
55
– – ﹤0.01% 856
2024
Q2 		$6.08K Buy
+55
New +$6.07K ﹤0.01% 579

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baldwin Wealth Partners's SHV Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2024, closing a stake of 55 shares — an estimated $6.08K sold.

Baldwin Wealth Partners first reported a position in SHV in Q2 2024 and held it in 2 quarters. The position peaked at $6.08K in Q3 2024. 724 funds tracked by Wall St. Rank hold SHV as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 55 iShares 0-1 Year Treasury Bond ETF shares in Q4 2024, an estimated $6.08K.
  • Baldwin Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2024 and held it in 2 quarters.
  • Baldwin Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $6.08K in Q3 2024.
  • 724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.