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

Visionary 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
2025
Q1 		– Sell
-1,927
Closed -$212K – 558
2024
Q4 		$212K Buy
1,927
+15
+0.8% +$1.65K 0.01% 503
2024
Q3 		$211K Sell
1,912
-403
-17% -$44.5K 0.01% 502
2024
Q2 		$256K Sell
2,315
-6,667
-74% -$735K 0.02% 440
2024
Q1 		$993K Sell
8,982
-58
-0.6% -$6.4K 0.07% 233
2023
Q4 		$996K Sell
9,040
-338
-4% -$37.3K 0.07% 228
2023
Q3 		$1.04M Buy
9,378
+674
+8% +$74.3K 0.08% 204
2023
Q2 		$961K Buy
8,704
+854
+11% +$94.1K 0.08% 210
2023
Q1 		$867K Buy
7,850
+2,245
+40% +$247K 0.07% 209
2022
Q4 		$616K Buy
5,605
+3,319
+145% +$365K 0.06% 215
2022
Q3 		$251K Sell
2,286
-1,469
-39% -$162K 0.03% 328
2022
Q2 		$413K Buy
3,755
+280
+8% +$30.8K 0.04% 270
2022
Q1 		$383K Buy
+3,475
New +$383K 0.03% 291
2021
Q1 		– Sell
-5,362
Closed -$593K – 328
2020
Q4 		$593K Sell
5,362
-1,703
-24% -$188K 0.07% 173
2020
Q3 		$782K Buy
7,065
+5,144
+268% +$570K 0.11% 133
2020
Q2 		$213K Buy
1,921
+4
+0.2% +$443 0.03% 215
2020
Q1 		$213K Sell
1,917
-5,836
-75% -$646K 0.04% 184
2019
Q4 		$856K Buy
+7,753
New +$857K 0.15% 108

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Visionary Wealth Advisors's SHV Position: Q1 2025 in Review

Visionary Wealth Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2025, closing a stake of 1,927 shares — an estimated $212K sold.

Visionary Wealth Advisors first reported a position in SHV in Q4 2019 and held it in 17 quarters. The position peaked at $1.04M in Q3 2023. 722 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

  • Visionary Wealth Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 1,927 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $212K.
  • Visionary Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and held it in 17 quarters.
  • Visionary Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $1.04M in Q3 2023.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Visionary Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.