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

Abich Financial 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
Q3 		$286K Buy
+2,587
New +$285K 0.1% 86
2024
Q3 		$4.54K Sell
41
-677
-94% -$74.7K 0.01% 266
2024
Q2 		$79.3K Buy
718
+128
+22% +$14.1K 0.05% 114
2024
Q1 		$65.2K Buy
590
+214
+57% +$23.6K 0.05% 120
2023
Q4 		$41.4K Buy
+376
New +$41.4K 0.04% 124

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Abich Financial Wealth Management's SHV Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2025: 2,587 shares worth $286K. The stake represents 0.1% of the portfolio and ranks #86 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in SHV as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in SHV in Q4 2023 and has held it in 5 quarters since. 684 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

  • Abich Financial Wealth Management held 2,587 shares of iShares 0-1 Year Treasury Bond ETF worth $286K as of Q3 2025.
  • iShares 0-1 Year Treasury Bond ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • iShares 0-1 Year Treasury Bond ETF made up 0.1% of Abich Financial Wealth Management's portfolio in Q3 2025, its #86 holding.
  • Abich Financial Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • 684 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.