OWA
SHV icon

One Wealth Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

One Wealth Advisors’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
2024
Q1 		– Sell
-3,091
Closed -$340K – 260
2023
Q4 		$340K Buy
+3,091
New +$341K 0.07% 142
2018
Q4 		– Sell
-6
Closed -$1K – 410
2018
Q3 		$1K Buy
+6
New +$662 ﹤0.01% 556

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

One Wealth Advisors's SHV Position: Q1 2024 in Review

One Wealth Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2024, closing a stake of 3,091 shares — an estimated $340K sold.

One Wealth Advisors first reported a position in SHV in Q3 2018 and held it in 2 quarters. The position peaked at $340K in Q4 2023. 683 funds tracked by Wall St. Rank hold SHV as of Q1 2024.

  • One Wealth Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • One Wealth Advisors sold 3,091 iShares 0-1 Year Treasury Bond ETF shares in Q1 2024, an estimated $340K.
  • One Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2018 and held it in 2 quarters.
  • One Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $340K in Q4 2023.
  • 683 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2024.

Based on One Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.