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

Baron 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 Q1	–	Sell	-2,728	Closed	-$300K	–	234
2024 Q4	$300K	Sell	2,728 -1,225	-31%	-$135K	0.14%	125
2024 Q3	$437K	Buy	3,953 +707	+22%	+$78K	0.21%	74
2024 Q2	$359K	Hold	3,246	–	–	0.19%	86
2024 Q1	$359K	Sell	3,246 -621	-16%	-$68.5K	0.19%	90
2023 Q4	$426K	Sell	3,867 -150	-4%	-$16.5K	0.23%	65
2023 Q3	$444K	Buy	4,017 +129	+3%	+$14.2K	0.28%	54
2023 Q2	$429K	Buy	+3,888	New	+$429K	0.27%	57

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baron Wealth Management's SHV Position: Q1 2025 in Review

Baron Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2025, closing a stake of 2,728 shares — an estimated $300K sold.

Baron Wealth Management first reported a position in SHV in Q2 2023 and held it in 7 quarters. The position peaked at $444K in Q3 2023. 721 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

Baron Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Baron Wealth Management sold 2,728 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $300K.
Baron Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and held it in 7 quarters.
Baron Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $444K in Q3 2023.
721 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Baron Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.