BWA
SHV icon

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

Boulder 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
2022
Q4 		$671K Buy
+6,100
New +$670K 0.6% 16

Other funds holding SHV

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Boulder Wealth Advisors's SHV Position: Q4 2022 in Review

Boulder Wealth Advisors opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2022: 6,100 shares worth $671K. The stake represents 0.6% of the portfolio and ranks #16 among its holdings.

595 funds tracked by Wall St. Rank hold SHV as of Q4 2022.

  • Boulder Wealth Advisors held 6,100 shares of iShares 0-1 Year Treasury Bond ETF worth $671K as of Q4 2022.
  • iShares 0-1 Year Treasury Bond ETF was a new Boulder Wealth Advisors position in Q4 2022.
  • iShares 0-1 Year Treasury Bond ETF made up 0.6% of Boulder Wealth Advisors's portfolio in Q4 2022, its #16 holding.
  • 595 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2022.

Based on Boulder Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.