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

Pacific Capital 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
Q4 		– Sell
-91
Closed -$10.1K – 470
2024
Q3 		$10.1K Buy
+91
New +$10K ﹤0.01% 296
2022
Q1 		– Sell
-1,991
Closed -$220K – 95
2021
Q4 		$220K Buy
+1,991
New +$220K 0.06% 87

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Pacific Capital Wealth Advisors's SHV Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2024, closing a stake of 91 shares — an estimated $10.1K sold.

Pacific Capital Wealth Advisors first reported a position in SHV in Q4 2021 and held it in 2 quarters. The position peaked at $220K in Q4 2021. 723 funds tracked by Wall St. Rank hold SHV as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 91 iShares 0-1 Year Treasury Bond ETF shares in Q4 2024, an estimated $10.1K.
  • Pacific Capital Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $220K in Q4 2021.
  • 723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.