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Vigilare Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Vigilare Wealth Management’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
-8,100
Closed -$892K – 109
2023
Q4 		$892K Buy
+8,100
New +$893K 0.46% 33

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LPL Financial
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BBVA
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Bank of Nova Scotia
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Vigilare Wealth Management's SHV Position: Q1 2024 in Review

Vigilare Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2024, closing a stake of 8,100 shares — an estimated $892K sold.

Vigilare Wealth Management first reported a position in SHV in Q4 2023 and held it in 1 quarter. The position peaked at $892K in Q4 2023. 682 funds tracked by Wall St. Rank hold SHV as of Q1 2024.

  • Vigilare Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Vigilare Wealth Management sold 8,100 iShares 0-1 Year Treasury Bond ETF shares in Q1 2024, an estimated $892K.
  • Vigilare Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • Vigilare Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $892K in Q4 2023.
  • 682 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2024.

Based on Vigilare Wealth Management's 13F filing for Q1 2024, filed 26 Apr 2024.