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

AllSquare 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	$131K	Hold	1,183	–	–	0.07%	137
2025 Q2	$131K	Hold	1,183	–	–	0.07%	134
2025 Q1	$131K	Hold	1,183	–	–	0.08%	132
2024 Q4	$130K	Sell	1,183 -11	-0.9%	-$1.21K	0.07%	130
2024 Q3	$132K	Buy	1,194 +18	+2%	+$1.99K	0.08%	135
2024 Q2	$130K	Hold	1,176	–	–	0.08%	130
2024 Q1	$130K	Buy	1,176 +272	+30%	+$30K	0.08%	135
2023 Q4	$99.6K	Hold	904	–	–	0.06%	143
2023 Q3	$99.9K	Hold	904	–	–	0.07%	137
2023 Q2	$99.8K	Sell	904 -1,140	-56%	-$126K	0.06%	138
2023 Q1	$226K	Buy	+2,044	New	+$225K	0.15%	87

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

AllSquare Wealth Management's SHV Position: Q3 2025 in Review

AllSquare Wealth Management held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q3 2025 at 1,183 shares worth $131K. The position accounts for 0.07% of the portfolio, ranked #137.

AllSquare Wealth Management first reported a position in SHV in Q1 2023 and has held it in 11 quarters since. The position peaked at $226K in Q1 2023. 684 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

AllSquare Wealth Management held 1,183 shares of iShares 0-1 Year Treasury Bond ETF worth $131K as of Q3 2025.
AllSquare Wealth Management left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q3 2025.
iShares 0-1 Year Treasury Bond ETF made up 0.07% of AllSquare Wealth Management's portfolio in Q3 2025, its #137 holding.
AllSquare Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and has held it in 11 quarters since.
AllSquare Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $226K in Q1 2023.
684 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.