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Avory & Company’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Avory & Company’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
-4,142
Closed -$458K – 34
2025
Q1 		$458K Buy
+4,142
New +$457K 0.3% 19
2022
Q4 		– Sell
-2,100
Closed -$231K – 29
2022
Q3 		$231K Hold
2,100
– – 0.2% 25
2022
Q2 		$231K Hold
2,100
– – 0.2% 25
2022
Q1 		$232K Hold
2,100
– – 0.15% 25
2021
Q4 		$232K Buy
+2,100
New +$232K 0.14% 19

Other funds holding SHV

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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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Avory & Company's SHV Position: Q2 2025 in Review

Avory & Company sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 4,142 shares — an estimated $458K sold.

Avory & Company first reported a position in SHV in Q4 2021 and held it in 5 quarters. The position peaked at $458K in Q1 2025. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

  • Avory & Company reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Avory & Company sold 4,142 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $458K.
  • Avory & Company first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and held it in 5 quarters.
  • Avory & Company's iShares 0-1 Year Treasury Bond ETF position peaked at $458K in Q1 2025.
  • 713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Avory & Company's 13F filing for Q2 2025, filed 31 Jul 2025.