Laird Norton Wetherby Trust Company’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Laird Norton Wetherby Trust Company’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	-12,921	Closed	-$1.43M	–	139
2023 Q3	$1.43M	Buy	12,921 +452	+4%	+$49.8K	0.18%	34
2023 Q2	$1.38M	Sell	12,469 -4,995	-29%	-$551K	0.16%	36
2023 Q1	$1.93M	Buy	+17,464	New	+$1.92M	0.24%	30
2022 Q2	–	Sell	-3,225	Closed	-$355K	–	178
2022 Q1	$355K	Hold	3,225	–	–	0.03%	129
2021 Q4	$356K	Hold	3,225	–	–	0.03%	137
2021 Q3	$356K	Hold	3,225	–	–	0.04%	121
2021 Q2	$356K	Sell	3,225 -3,481	-52%	-$385K	0.04%	113
2021 Q1	$741K	Buy	6,706 +1,312	+24%	+$145K	0.08%	66
2020 Q4	$596K	Buy	+5,394	New	+$597K	0.07%	79

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

Laird Norton Wetherby Trust Company's SHV Position: Q4 2023 in Review

Laird Norton Wetherby Trust Company sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2023, closing a stake of 12,921 shares — an estimated $1.43M sold.

Laird Norton Wetherby Trust Company first reported a position in SHV in Q4 2020 and held it in 9 quarters. The position peaked at $1.93M in Q1 2023. 696 funds tracked by Wall St. Rank hold SHV as of Q4 2023.

Laird Norton Wetherby Trust Company reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Laird Norton Wetherby Trust Company sold 12,921 iShares 0-1 Year Treasury Bond ETF shares in Q4 2023, an estimated $1.43M.
Laird Norton Wetherby Trust Company first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and held it in 9 quarters.
Laird Norton Wetherby Trust Company's iShares 0-1 Year Treasury Bond ETF position peaked at $1.93M in Q1 2023.
696 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2023.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q4 2023, filed 14 Feb 2024.