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Belpointe Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-4,712
Closed -$520K – 1015
2025
Q1 		$520K Buy
+4,712
New +$520K 0.03% 558
2024
Q2 		– Sell
-3,685
Closed -$407K – 922
2024
Q1 		$407K Sell
3,685
-312
-8% -$34.4K 0.03% 487
2023
Q4 		$440K Buy
3,997
+193
+5% +$21.3K 0.04% 402
2023
Q3 		$420K Sell
3,804
-244
-6% -$26.9K 0.04% 379
2023
Q2 		$447K Sell
4,048
-1,422
-26% -$157K 0.05% 334
2023
Q1 		$604K Sell
5,470
-122
-2% -$13.4K 0.03% 484
2022
Q4 		$615K Sell
5,592
-13,115
-70% -$1.44M 0.04% 453
2022
Q3 		$2.06M Sell
18,707
-377
-2% -$41.5K 0.14% 148
2022
Q2 		$2.1M Buy
19,084
+1,580
+9% +$174K 0.14% 155
2022
Q1 		$1.93M Buy
17,504
+12,229
+232% +$1.35M 0.12% 179
2021
Q4 		$582K Sell
5,275
-3,715
-41% -$410K 0.04% 470
2021
Q3 		$993K Buy
8,990
+4,526
+101% +$500K 0.07% 310
2021
Q2 		$493K Sell
4,464
-12,224
-73% -$1.35M 0.04% 504
2021
Q1 		$1.84M Buy
16,688
+2,754
+20% +$304K 0.16% 141
2020
Q4 		$1.54M Sell
13,934
-12,307
-47% -$1.36M 0.14% 166
2020
Q3 		$2.9M Buy
26,241
+21,820
+494% +$2.42M 0.32% 63
2020
Q2 		$489K Sell
4,421
-49,725
-92% -$5.51M 0.06% 315
2020
Q1 		$6.01M Buy
54,146
+7,835
+17% +$867K 1.05% 14
2019
Q4 		$5.12M Buy
46,311
+5,130
+12% +$567K 0.65% 27
2019
Q3 		$4.55M Buy
41,181
+6,211
+18% +$687K 0.74% 24
2019
Q2 		$3.87M Buy
+34,970
New +$3.86M 0.76% 24
2019
Q1 		– Sell
-3,776
Closed -$416K – 546
2018
Q4 		$416K Sell
3,776
-1,256
-25% -$139K 0.11% 208
2018
Q3 		$556K Buy
+5,032
New +$555K 0.09% 231

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
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

Belpointe Asset Management's SHV Position: Q2 2025 in Review

Belpointe Asset Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 4,712 shares — an estimated $520K sold.

Belpointe Asset Management first reported a position in SHV in Q3 2018 and held it in 23 quarters. The position peaked at $6.01M in Q1 2020. 714 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

  • Belpointe Asset Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 4,712 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $520K.
  • Belpointe Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2018 and held it in 23 quarters.
  • Belpointe Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $6.01M in Q1 2020.
  • 714 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Belpointe Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.