HWP
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Hibernia Wealth Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Hibernia Wealth Partners’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
-12
Closed -$1.33K – 281
2023
Q3 		$1.33K Buy
+12
New +$1.32K ﹤0.01% 277

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LSIA
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Wells Fargo
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Bank of America
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JP Morgan Chase
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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

Hibernia Wealth Partners's SHV Position: Q4 2023 in Review

Hibernia Wealth Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2023, closing a stake of 12 shares — an estimated $1.33K sold.

Hibernia Wealth Partners first reported a position in SHV in Q3 2023 and held it in 1 quarter. The position peaked at $1.33K in Q3 2023. 696 funds tracked by Wall St. Rank hold SHV as of Q4 2023.

  • Hibernia Wealth Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Hibernia Wealth Partners sold 12 iShares 0-1 Year Treasury Bond ETF shares in Q4 2023, an estimated $1.33K.
  • Hibernia Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and held it in 1 quarter.
  • Hibernia Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $1.33K in Q3 2023.
  • 696 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2023.

Based on Hibernia Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.