Wealth Advisors of Tampa Bay’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Wealth Advisors of Tampa Bay’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	-2,478	Closed	-$274K	–	98
2023 Q3	$274K	Buy	+2,478	New	+$273K	0.08%	84
2023 Q2	–	Sell	-1,920	Closed	-$212K	–	80
2023 Q1	$212K	Buy	+1,920	New	+$212K	0.12%	71
2021 Q1	–	Sell	-2,823	Closed	-$312K	–	82
2020 Q4	$312K	Sell	2,823 -3,077	-52%	-$340K	0.22%	70
2020 Q3	$653K	Hold	5,900	–	–	0.49%	58
2020 Q2	$653K	Hold	5,900	–	–	0.54%	50
2020 Q1	$655K	Buy	+5,900	New	+$653K	0.73%	44

Other funds holding SHV

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

BlackRock New York $6.73T AUM 46.02% 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 $424B AUM 22.96% 1-Year Est. Return

Wealth Advisors of Tampa Bay's SHV Position: Q4 2023 in Review

Wealth Advisors of Tampa Bay sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2023, closing a stake of 2,478 shares — an estimated $274K sold.

Wealth Advisors of Tampa Bay first reported a position in SHV in Q1 2020 and held it in 6 quarters. The position peaked at $655K in Q1 2020. 697 funds tracked by Wall St. Rank hold SHV as of Q4 2023.

Wealth Advisors of Tampa Bay reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 2,478 iShares 0-1 Year Treasury Bond ETF shares in Q4 2023, an estimated $274K.
Wealth Advisors of Tampa Bay first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and held it in 6 quarters.
Wealth Advisors of Tampa Bay's iShares 0-1 Year Treasury Bond ETF position peaked at $655K in Q1 2020.
697 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2023.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q4 2023, filed 25 Jan 2024.