LWM
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LJI Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

LJI 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
Q3 		– Sell
-92,336
Closed -$92.3K – 185
2023
Q2 		$92.3K Buy
+92,336
New +$10.2M 0.03% 165

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LJI Wealth Management's SHV Position: Q3 2023 in Review

LJI Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2023, closing a stake of 92,336 shares — an estimated $92.3K sold.

LJI Wealth Management first reported a position in SHV in Q2 2023 and held it in 1 quarter. The position peaked at $92.3K in Q2 2023. 650 funds tracked by Wall St. Rank hold SHV as of Q3 2023.

  • LJI Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • LJI Wealth Management sold 92,336 iShares 0-1 Year Treasury Bond ETF shares in Q3 2023, an estimated $92.3K.
  • LJI Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and held it in 1 quarter.
  • LJI Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $92.3K in Q2 2023.
  • 650 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2023.

Based on LJI Wealth Management's 13F filing for Q3 2023, filed 2 Feb 2024.