BHPW
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Beverly Hills Private Wealth’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Beverly Hills Private Wealth’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
-3,012
Closed -$333K – 354
2025
Q3 		$333K Sell
3,012
-652
-18% -$71.9K 0.06% 245
2025
Q2 		$405K Sell
3,664
-3,335
-48% -$368K 0.08% 210
2025
Q1 		$773K Sell
6,999
-1,599
-19% -$176K 0.15% 138
2024
Q4 		$947K Buy
8,598
+134
+2% +$14.8K 0.19% 122
2024
Q3 		$936K Buy
8,464
+107
+1% +$11.8K 0.19% 132
2024
Q2 		$923K Sell
8,357
-391
-4% -$43.1K 0.2% 125
2024
Q1 		$967K Sell
8,748
-697
-7% -$76.9K 0.22% 107
2023
Q4 		$1.04M Buy
9,445
+161
+2% +$17.7K 0.27% 87
2023
Q3 		$1.03M Buy
9,284
+77
+0.8% +$8.49K 0.31% 82
2023
Q2 		$1.01M Buy
9,207
+107
+1% +$11.8K 0.17% 134
2023
Q1 		$1.01M Buy
+9,100
New +$1M 0.31% 83

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

Beverly Hills Private Wealth's SHV Position: Q4 2025 in Review

Beverly Hills Private Wealth sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2025, closing a stake of 3,012 shares — an estimated $333K sold.

Beverly Hills Private Wealth first reported a position in SHV in Q1 2023 and held it in 11 quarters. The position peaked at $1.04M in Q4 2023. 709 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

  • Beverly Hills Private Wealth reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 3,012 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $333K.
  • Beverly Hills Private Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and held it in 11 quarters.
  • Beverly Hills Private Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $1.04M in Q4 2023.
  • 709 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.