PWS
SHV icon

Precision Wealth Strategies’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Precision Wealth Strategies’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
-13,539
Closed -$1.5M – 124
2024
Q3 		$1.5M Buy
13,539
+1,023
+8% +$113K 1.39% 18
2024
Q2 		$1.38M Sell
12,516
-4,507
-26% -$497K 1.43% 17
2024
Q1 		$1.88M Sell
17,023
-1,381
-8% -$152K 1.78% 12
2023
Q4 		$2.03M Buy
18,404
+889
+5% +$98K 1.97% 8
2023
Q3 		$1.93M Sell
17,515
-5,912
-25% -$652K 2.1% 10
2023
Q2 		$2.59M Sell
23,427
-3,840
-14% -$423K 4.24% 4
2023
Q1 		$3.01M Buy
27,267
+7,342
+37% +$809K 4.73% 2
2022
Q4 		$2.19M Buy
19,925
+3,906
+24% +$429K 2.28% 8
2022
Q3 		$1.76M Buy
16,019
+1,518
+10% +$167K 1.55% 12
2022
Q2 		$1.59M Buy
14,501
+9,477
+189% +$1.04M 1.25% 12
2022
Q1 		$554K Buy
+5,024
New +$554K 0.33% 59
2021
Q1 		– Sell
-25,449
Closed -$2.81M – 92
2020
Q4 		$2.81M Buy
+25,449
New +$2.82M 3.05% 5

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 $1.88B AUM 29.07% 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

Precision Wealth Strategies's SHV Position: Q4 2024 in Review

Precision Wealth Strategies sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2024, closing a stake of 13,539 shares — an estimated $1.5M sold.

Precision Wealth Strategies first reported a position in SHV in Q4 2020 and held it in 12 quarters. The position peaked at $3.01M in Q1 2023. 723 funds tracked by Wall St. Rank hold SHV as of Q4 2024.

  • Precision Wealth Strategies reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Precision Wealth Strategies sold 13,539 iShares 0-1 Year Treasury Bond ETF shares in Q4 2024, an estimated $1.5M.
  • Precision Wealth Strategies first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and held it in 12 quarters.
  • Precision Wealth Strategies's iShares 0-1 Year Treasury Bond ETF position peaked at $3.01M in Q1 2023.
  • 723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2024.

Based on Precision Wealth Strategies's 13F filing for Q4 2024, filed 24 Jan 2025.