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

W Advisors LLC’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
-2,556
Closed -$281K – 114
2023
Q4 		$281K Buy
+2,556
New +$282K 0.21% 88

Other funds holding SHV

BlackRock
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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

W Advisors LLC's SHV Position: Q1 2024 in Review

W Advisors LLC sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2024, closing a stake of 2,556 shares — an estimated $281K sold.

W Advisors LLC first reported a position in SHV in Q4 2023 and held it in 1 quarter. The position peaked at $281K in Q4 2023. 682 funds tracked by Wall St. Rank hold SHV as of Q1 2024.

  • W Advisors LLC reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • W Advisors LLC sold 2,556 iShares 0-1 Year Treasury Bond ETF shares in Q1 2024, an estimated $281K.
  • W Advisors LLC first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • W Advisors LLC's iShares 0-1 Year Treasury Bond ETF position peaked at $281K in Q4 2023.
  • 682 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2024.

Based on W Advisors LLC's 13F filing for Q1 2024, filed 25 Apr 2024.