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

49 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
2025 Q2	–	Sell	-11,850	Closed	-$1.31M	–	195
2025 Q1	$1.31M	Sell	11,850 -2,866	-19%	-$316K	0.16%	53
2024 Q4	$1.62M	Sell	14,716 -8,332	-36%	-$919K	0.23%	39
2024 Q3	$2.55M	Sell	23,048 -27,789	-55%	-$3.07M	0.42%	31
2024 Q2	$5.59M	Sell	50,837 -148,284	-74%	-$16.4M	1.1%	29
2024 Q1	$21.9M	Sell	199,121 -210	-0.1%	-$23.2K	4.7%	7
2023 Q4	$22M	Buy	+199,331	New	+$22M	5.64%	5

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

49 Wealth Management's SHV Position: Q2 2025 in Review

49 Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 11,850 shares — an estimated $1.31M sold.

49 Wealth Management first reported a position in SHV in Q4 2023 and held it in 6 quarters. The position peaked at $22M in Q4 2023. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

49 Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
49 Wealth Management sold 11,850 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $1.31M.
49 Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and held it in 6 quarters.
49 Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $22M in Q4 2023.
713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on 49 Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.