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GoalVest Advisory’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

GoalVest Advisory’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
2023
Q4 		– Sell
-157
Closed -$17.3K – 470
2023
Q3 		$17.3K Buy
+157
New +$17.3K 0.01% 228

Other funds holding SHV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GoalVest Advisory's SHV Position: Q4 2023 in Review

GoalVest Advisory sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2023, closing a stake of 157 shares — an estimated $17.3K sold.

GoalVest Advisory first reported a position in SHV in Q3 2023 and held it in 1 quarter. The position peaked at $17.3K in Q3 2023. 696 funds tracked by Wall St. Rank hold SHV as of Q4 2023.

  • GoalVest Advisory reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • GoalVest Advisory sold 157 iShares 0-1 Year Treasury Bond ETF shares in Q4 2023, an estimated $17.3K.
  • GoalVest Advisory first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and held it in 1 quarter.
  • GoalVest Advisory's iShares 0-1 Year Treasury Bond ETF position peaked at $17.3K in Q3 2023.
  • 696 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.