PPW
SHV icon

Presilium Private Wealth’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Presilium Private Wealth’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
-60,620
Closed -$6.68M – 73
2023
Q4 		$6.68M Buy
+60,620
New +$6.68M 1.9% 14

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Presilium Private Wealth's SHV Position: Q1 2024 in Review

Presilium Private Wealth sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2024, closing a stake of 60,620 shares — an estimated $6.68M sold.

Presilium Private Wealth first reported a position in SHV in Q4 2023 and held it in 1 quarter. The position peaked at $6.68M in Q4 2023. 682 funds tracked by Wall St. Rank hold SHV as of Q1 2024.

  • Presilium Private Wealth reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Presilium Private Wealth sold 60,620 iShares 0-1 Year Treasury Bond ETF shares in Q1 2024, an estimated $6.68M.
  • Presilium Private Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • Presilium Private Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $6.68M in Q4 2023.
  • 682 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2024.

Based on Presilium Private Wealth's 13F filing for Q1 2024, filed 1 May 2024.