WR Wealth Planners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

WR Wealth Planners’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 Q4	$29.4K	Hold	267	–	–	0.01%	397
2024 Q3	$29.5K	Sell	267 -35	-12%	-$3.86K	0.01%	419
2024 Q2	$33.4K	Sell	302 -63	-17%	-$6.95K	0.01%	377
2024 Q1	$40.3K	Buy	+365	New	+$40.3K	0.01%	363
2023 Q4	–	Sell	-381	Closed	-$42.1K	–	741
2023 Q3	$42.1K	Buy	381 +61	+19%	+$6.72K	0.02%	338
2023 Q2	$35.3K	Buy	320 +46	+17%	+$5.07K	0.01%	366
2023 Q1	$30.3K	Buy	+274	New	+$30.2K	0.01%	383
2022 Q2	–	Sell	-22	Closed	-$2.43K	–	541
2022 Q1	$2.43K	Buy	+22	New	+$2.43K	﹤0.01%	415

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

WR Wealth Planners's SHV Position: Q4 2024 in Review

WR Wealth Planners held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q4 2024 at 267 shares worth $29.4K. The position accounts for 0.01% of the portfolio, ranked #397.

WR Wealth Planners first reported a position in SHV in Q1 2022 and has held it in 8 quarters since. The position peaked at $42.1K in Q3 2023. 723 funds tracked by Wall St. Rank hold SHV as of Q4 2024.

WR Wealth Planners held 267 shares of iShares 0-1 Year Treasury Bond ETF worth $29.4K as of Q4 2024.
WR Wealth Planners left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q4 2024.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #397 holding.
WR Wealth Planners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and has held it in 8 quarters since.
WR Wealth Planners's iShares 0-1 Year Treasury Bond ETF position peaked at $42.1K in Q3 2023.
723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.