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

Guardian Wealth Advisors (North Carolina)’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	-565	Closed	-$62.4K	–	459
2023 Q3	$62.4K	Hold	565	–	–	0.01%	278
2023 Q2	$62.4K	Hold	565	–	–	0.01%	266
2023 Q1	$62.4K	Sell	565 -195	-26%	-$21.5K	0.01%	254
2022 Q4	$83.5K	Buy	760 +2	+0.3%	+$220	0.02%	227
2022 Q3	$83K	Buy	758 +1	+0.1%	+$110	0.02%	218
2022 Q2	$83K	Hold	757	–	–	0.02%	209
2022 Q1	$83K	Sell	757 -199	-21%	-$22K	0.04%	175
2021 Q4	$106K	Buy	+956	New	+$106K	0.05%	156

Other funds holding SHV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s SHV Position: Q4 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2023, closing a stake of 565 shares — an estimated $62.4K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SHV in Q4 2021 and held it in 8 quarters. The position peaked at $106K in Q4 2021. 696 funds tracked by Wall St. Rank hold SHV as of Q4 2023.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 565 iShares 0-1 Year Treasury Bond ETF shares in Q4 2023, an estimated $62.4K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and held it in 8 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares 0-1 Year Treasury Bond ETF position peaked at $106K in Q4 2021.
696 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2023, filed 14 Feb 2024.