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

Rise 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
2023 Q4	–	Sell	-1	Closed	-$57	–	663
2023 Q3	$57	Sell	1 -58	-98%	-$6.39K	﹤0.01%	635
2023 Q2	$6.49K	Buy	59 +1	+2%	+$110	0.01%	396
2023 Q1	$6.42K	Hold	58	–	–	﹤0.01%	420
2022 Q4	$6.35K	Buy	58 +1	+2%	+$110	0.01%	415
2022 Q3	$6K	Hold	57	–	–	0.01%	420
2022 Q2	$6K	Buy	+57	New	+$6.28K	0.01%	420

Other funds holding SHV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSIA

LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rise Advisors's SHV Position: Q4 2023 in Review

Rise Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2023, closing a stake of 1 share — an estimated $57 sold.

Rise Advisors first reported a position in SHV in Q2 2022 and held it in 6 quarters. The position peaked at $6.49K in Q2 2023. 696 funds tracked by Wall St. Rank hold SHV as of Q4 2023.

Rise Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Rise Advisors sold 1 iShares 0-1 Year Treasury Bond ETF share in Q4 2023, an estimated $57.
Rise Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and held it in 6 quarters.
Rise Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $6.49K in Q2 2023.
696 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2023.

Based on Rise Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.