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

Laurel Wealth Advisors (California)’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
2022 Q4	$333K	Sell	3,029 -196	-6%	-$21.5K	0.03%	475
2022 Q3	$355K	Sell	3,225 -58	-2%	-$6.38K	0.04%	430
2022 Q2	$361K	Hold	3,283	–	–	0.04%	443
2022 Q1	$362K	Buy	3,283 +36	+1%	+$3.97K	0.03%	525
2021 Q4	$359K	Buy	+3,247	New	+$359K	0.03%	561

Other funds holding SHV

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SHV Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 6.1% in Q4 2022, selling an estimated $21.5K and leaving 3,029 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #475.

Laurel Wealth Advisors (California) first reported a position in SHV in Q4 2021 and has held it in 5 quarters since. The position peaked at $362K in Q1 2022. 595 funds tracked by Wall St. Rank hold SHV as of Q4 2022.

Laurel Wealth Advisors (California) held 3,029 shares of iShares 0-1 Year Treasury Bond ETF worth $333K as of Q4 2022.
Laurel Wealth Advisors (California) sold 196 iShares 0-1 Year Treasury Bond ETF shares in Q4 2022, an estimated $21.5K.
iShares 0-1 Year Treasury Bond ETF made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #475 holding.
Laurel Wealth Advisors (California) first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 5 quarters since.
Laurel Wealth Advisors (California)'s iShares 0-1 Year Treasury Bond ETF position peaked at $362K in Q1 2022.
595 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.