Allen Capital Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Allen Capital Group’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	-3,228	Closed	-$356K	–	277
2025 Q2	$356K	Buy	3,228 +496	+18%	+$54.7K	0.04%	214
2025 Q1	$302K	Sell	2,732 -1,861	-41%	-$205K	0.03%	206
2024 Q4	$506K	Sell	4,593 -4,943	-52%	-$545K	0.06%	148
2024 Q3	$1.05M	Sell	9,536 -15,082	-61%	-$1.66M	0.13%	103
2024 Q2	$2.72M	Sell	24,618 -3,860	-14%	-$426K	0.37%	64
2024 Q1	$3.15M	Sell	28,478 -20,683	-42%	-$2.28M	0.44%	50
2023 Q4	$5.41M	Sell	49,161 -37,206	-43%	-$4.1M	0.86%	27
2023 Q3	$9.5M	Sell	86,367 -600	-0.7%	-$66.1K	1.68%	15
2023 Q2	$9.61M	Buy	86,967 +10,415	+14%	+$1.15M	1.64%	17
2023 Q1	$8.46M	Buy	+76,552	New	+$8.43M	1.54%	17

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Allen Capital Group's SHV Position: Q3 2025 in Review

Allen Capital Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2025, closing a stake of 3,228 shares — an estimated $356K sold.

Allen Capital Group first reported a position in SHV in Q1 2023 and held it in 10 quarters. The position peaked at $9.61M in Q2 2023. 684 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

Allen Capital Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Allen Capital Group sold 3,228 iShares 0-1 Year Treasury Bond ETF shares in Q3 2025, an estimated $356K.
Allen Capital Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and held it in 10 quarters.
Allen Capital Group's iShares 0-1 Year Treasury Bond ETF position peaked at $9.61M in Q2 2023.
684 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on Allen Capital Group's 13F filing for Q3 2025, filed 27 Oct 2025.