Guardian Wealth Advisors (Minnesota)’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Guardian Wealth Advisors (Minnesota)’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	-2,008	Closed	-$222K	–	79
2024 Q3	$222K	Buy	2,008 +83	+4%	+$9.16K	0.14%	76
2024 Q2	$213K	Buy	1,925 +50	+3%	+$5.51K	0.14%	74
2024 Q1	$207K	Sell	1,875 -85	-4%	-$9.38K	0.13%	78
2023 Q4	$216K	Buy	1,960 +120	+7%	+$13.2K	0.15%	72
2023 Q3	$203K	Buy	+1,840	New	+$203K	0.16%	68
2022 Q3	–	Sell	-5,250	Closed	-$578K	–	61
2022 Q2	$578K	Hold	5,250	–	–	0.53%	29
2022 Q1	$579K	Sell	5,250 -86	-2%	-$9.49K	0.48%	33
2021 Q4	$589K	Hold	5,336	–	–	0.47%	33
2021 Q3	$589K	Hold	5,336	–	–	0.52%	30
2021 Q2	$590K	Hold	5,336	–	–	0.51%	32
2021 Q1	$590K	Buy	5,336 +1,700	+47%	+$188K	0.55%	31
2020 Q4	$402K	Buy	+3,636	New	+$402K	0.4%	44

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

Guardian Wealth Advisors (Minnesota)'s SHV Position: Q4 2024 in Review

Guardian Wealth Advisors (Minnesota) sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2024, closing a stake of 2,008 shares — an estimated $222K sold.

Guardian Wealth Advisors (Minnesota) first reported a position in SHV in Q4 2020 and held it in 12 quarters. The position peaked at $590K in Q2 2021. 723 funds tracked by Wall St. Rank hold SHV as of Q4 2024.

Guardian Wealth Advisors (Minnesota) reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Guardian Wealth Advisors (Minnesota) sold 2,008 iShares 0-1 Year Treasury Bond ETF shares in Q4 2024, an estimated $222K.
Guardian Wealth Advisors (Minnesota) first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and held it in 12 quarters.
Guardian Wealth Advisors (Minnesota)'s iShares 0-1 Year Treasury Bond ETF position peaked at $590K in Q2 2021.
723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2024.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q4 2024, filed 28 Jan 2025.