Financial Life Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Financial Life 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
2024 Q4	–	Sell	-2,492	Closed	-$276K	–	48
2024 Q3	$276K	Hold	2,492	–	–	0.1%	41
2024 Q2	$275K	Buy	2,492 +68	+3%	+$7.5K	0.11%	47
2024 Q1	$268K	Hold	2,424	–	–	0.11%	53
2023 Q4	$267K	Sell	2,424 -817	-25%	-$90.1K	0.11%	53
2023 Q3	$358K	Buy	3,241 +4	+0.1%	+$441	0.15%	41
2023 Q2	$358K	Hold	3,237	–	–	0.15%	47
2023 Q1	$358K	Buy	3,237 +39	+1%	+$4.3K	0.15%	53
2022 Q4	$352K	Buy	+3,198	New	+$351K	0.16%	59

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Financial Life Advisors's SHV Position: Q4 2024 in Review

Financial Life Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2024, closing a stake of 2,492 shares — an estimated $276K sold.

Financial Life Advisors first reported a position in SHV in Q4 2022 and held it in 8 quarters. The position peaked at $358K in Q3 2023. 723 funds tracked by Wall St. Rank hold SHV as of Q4 2024.

Financial Life Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Financial Life Advisors sold 2,492 iShares 0-1 Year Treasury Bond ETF shares in Q4 2024, an estimated $276K.
Financial Life Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 8 quarters.
Financial Life Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $358K in Q3 2023.
723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2024.

Based on Financial Life Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.