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Atwood & Palmer’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Atwood & Palmer’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
Q2 		– Sell
-8,316
Closed -$919K – 523
2025
Q1 		$919K Sell
8,316
-502
-6% -$55.4K 0.06% 87
2024
Q4 		$971K Hold
8,818
– – 0.07% 84
2024
Q3 		$976K Buy
8,818
+502
+6% +$55.4K 0.07% 85
2024
Q2 		$919K Hold
8,316
– – 0.07% 81
2024
Q1 		$919K Hold
8,316
– – 0.07% 81
2023
Q4 		$916K Hold
8,316
– – 0.07% 84
2023
Q3 		$919K Hold
8,316
– – 0.08% 82
2023
Q2 		$919K Buy
+8,316
New +$917K 0.08% 89

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Atwood & Palmer's SHV Position: Q2 2025 in Review

Atwood & Palmer sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 8,316 shares — an estimated $919K sold.

Atwood & Palmer first reported a position in SHV in Q2 2023 and held it in 8 quarters. The position peaked at $976K in Q3 2024. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

  • Atwood & Palmer reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Atwood & Palmer sold 8,316 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $919K.
  • Atwood & Palmer first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and held it in 8 quarters.
  • Atwood & Palmer's iShares 0-1 Year Treasury Bond ETF position peaked at $976K in Q3 2024.
  • 713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Atwood & Palmer's 13F filing for Q2 2025, filed 8 Jul 2025.