AIM
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Advyzon Investment Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Advyzon Investment 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 		– Sell
-5,475
Closed -$605K – 495
2025
Q2 		$605K Buy
+5,475
New +$604K 0.13% 148
2025
Q1 		– Sell
-4,244
Closed -$467K – 302
2024
Q4 		$467K Buy
+4,244
New +$468K 0.18% 106

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

Advyzon Investment Management's SHV Position: Q3 2025 in Review

Advyzon Investment Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2025, closing a stake of 5,475 shares — an estimated $605K sold.

Advyzon Investment Management first reported a position in SHV in Q4 2024 and held it in 2 quarters. The position peaked at $605K in Q2 2025. 684 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

  • Advyzon Investment Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Advyzon Investment Management sold 5,475 iShares 0-1 Year Treasury Bond ETF shares in Q3 2025, an estimated $605K.
  • Advyzon Investment Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and held it in 2 quarters.
  • Advyzon Investment Management's iShares 0-1 Year Treasury Bond ETF position peaked at $605K in Q2 2025.
  • 684 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on Advyzon Investment Management's 13F filing for Q3 2025, filed 10 Nov 2025.