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ARS Wealth Advisors Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

ARS Wealth Advisors 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
Q4 		– Sell
-7,821
Closed -$864K – 200
2025
Q3 		$864K Sell
7,821
-9,626
-55% -$1.06M 0.09% 83
2025
Q2 		$1.93M Sell
17,447
-49
-0.3% -$5.4K 0.22% 57
2025
Q1 		$1.93M Sell
17,496
-44
-0.3% -$4.85K 0.27% 48
2024
Q4 		$1.93M Sell
17,540
-220
-1% -$24.3K 0.27% 48
2024
Q3 		$1.96M Sell
17,760
-1,107
-6% -$122K 0.24% 54
2024
Q2 		$2.08M Sell
18,867
-148
-0.8% -$16.3K 0.27% 50
2024
Q1 		$2.1M Sell
19,015
-2,959
-13% -$326K 0.28% 48
2023
Q4 		$2.42M Sell
21,974
-753
-3% -$83K 0.36% 44
2023
Q3 		$2.51M Sell
22,727
-1,551
-6% -$171K 0.41% 48
2023
Q2 		$2.68M Sell
24,278
-16,912
-41% -$1.86M 0.43% 49
2023
Q1 		$4.55M Sell
41,190
-9,541
-19% -$1.05M 0.84% 40
2022
Q4 		$5.58M Buy
50,731
+38,897
+329% +$4.28M 0.92% 42
2022
Q3 		$1.3M Buy
+11,834
New +$1.3M 0.2% 66

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

ARS Wealth Advisors Group's SHV Position: Q4 2025 in Review

ARS Wealth Advisors Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2025, closing a stake of 7,821 shares — an estimated $864K sold.

ARS Wealth Advisors Group first reported a position in SHV in Q3 2022 and held it in 13 quarters. The position peaked at $5.58M in Q4 2022. 709 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

  • ARS Wealth Advisors Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • ARS Wealth Advisors Group sold 7,821 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $864K.
  • ARS Wealth Advisors Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and held it in 13 quarters.
  • ARS Wealth Advisors Group's iShares 0-1 Year Treasury Bond ETF position peaked at $5.58M in Q4 2022.
  • 709 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on ARS Wealth Advisors Group's 13F filing for Q4 2025, filed 12 Jan 2026.