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

Wiser 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
2023 Q4	–	Sell	-2,267	Closed	-$250K	–	36
2023 Q3	$250K	Buy	2,267 +28	+1%	+$3.09K	0.1%	32
2023 Q2	$247K	Sell	2,239 -113	-5%	-$12.5K	0.1%	31
2023 Q1	$260K	Buy	2,352 +1	+0%	+$110	0.11%	30
2022 Q4	$258K	Buy	2,351 +523	+29%	+$57.5K	0.12%	34
2022 Q3	$201K	Buy	+1,828	New	+$201K	0.11%	34
2022 Q1	–	Sell	-2,481	Closed	-$274K	–	31
2021 Q4	$274K	Sell	2,481 -140	-5%	-$15.5K	0.13%	27
2021 Q3	$290K	Buy	2,621 +319	+14%	+$35.2K	0.15%	26
2021 Q2	$254K	Sell	2,302 -1,165	-34%	-$129K	0.15%	27
2021 Q1	$383K	Sell	3,467 -833	-19%	-$92.1K	0.26%	25
2020 Q4	$475K	Buy	+4,300	New	+$476K	0.36%	23

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

Wiser Wealth Management's SHV Position: Q4 2023 in Review

Wiser Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2023, closing a stake of 2,267 shares — an estimated $250K sold.

Wiser Wealth Management first reported a position in SHV in Q4 2020 and held it in 10 quarters. The position peaked at $475K in Q4 2020. 696 funds tracked by Wall St. Rank hold SHV as of Q4 2023.

Wiser Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Wiser Wealth Management sold 2,267 iShares 0-1 Year Treasury Bond ETF shares in Q4 2023, an estimated $250K.
Wiser Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and held it in 10 quarters.
Wiser Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $475K in Q4 2020.
696 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2023.

Based on Wiser Wealth Management's 13F filing for Q4 2023, filed 5 Jan 2024.