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

Laird Norton Wetherby Wealth Management’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	-17,394	Closed	-$1.92M	–	970
2023 Q3	$1.92M	Hold	17,394	–	–	0.11%	188
2023 Q2	$1.92M	Hold	17,394	–	–	0.1%	196
2023 Q1	$1.92M	Hold	17,394	–	–	0.11%	188
2022 Q4	$1.91M	Hold	17,394	–	–	0.12%	181
2022 Q3	$1.91M	Hold	17,394	–	–	0.13%	155
2022 Q2	$1.92M	Hold	17,394	–	–	0.13%	158
2022 Q1	$1.92M	Buy	+17,394	New	+$1.92M	0.11%	172

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 Wealth Management's SHV Position: Q4 2023 in Review

Laird Norton Wetherby Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2023, closing a stake of 17,394 shares — an estimated $1.92M sold.

Laird Norton Wetherby Wealth Management first reported a position in SHV in Q1 2022 and held it in 7 quarters. The position peaked at $1.92M in Q1 2023. 696 funds tracked by Wall St. Rank hold SHV as of Q4 2023.

Laird Norton Wetherby Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 17,394 iShares 0-1 Year Treasury Bond ETF shares in Q4 2023, an estimated $1.92M.
Laird Norton Wetherby Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and held it in 7 quarters.
Laird Norton Wetherby Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $1.92M 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 Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.