Apexium Financial’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Apexium Financial’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	$625K	Buy	+5,655	New	+$624K	0.03%	172

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

Apexium Financial's SHV Position: Q3 2025 in Review

Apexium Financial opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2025: 5,655 shares worth $625K. The stake represents 0.03% of the portfolio and ranks #172 among its holdings.

684 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

Apexium Financial held 5,655 shares of iShares 0-1 Year Treasury Bond ETF worth $625K as of Q3 2025.
iShares 0-1 Year Treasury Bond ETF was a new Apexium Financial position in Q3 2025.
iShares 0-1 Year Treasury Bond ETF made up 0.03% of Apexium Financial's portfolio in Q3 2025, its #172 holding.
684 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.