Buffington Mohr McNeal’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Buffington Mohr McNeal’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	$257K	Sell	2,323 -1,200	-34%	-$132K	0.05%	99
2024 Q4	$388K	Buy	3,523 +1,200	+52%	+$132K	0.06%	101
2024 Q3	$257K	Hold	2,323	–	–	0.04%	116
2024 Q2	$257K	Hold	2,323	–	–	0.05%	113
2024 Q1	$257K	Hold	2,323	–	–	0.05%	117
2023 Q4	$256K	Buy	+2,323	New	+$256K	0.05%	116

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

Buffington Mohr McNeal's SHV Position: Q1 2025 in Review

Buffington Mohr McNeal reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 34% in Q1 2025, selling an estimated $132K and leaving 2,323 shares worth $257K. The position accounts for 0.05% of the portfolio, ranked #99.

Buffington Mohr McNeal first reported a position in SHV in Q4 2023 and has held it in 6 quarters since. The position peaked at $388K in Q4 2024. 721 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

Buffington Mohr McNeal held 2,323 shares of iShares 0-1 Year Treasury Bond ETF worth $257K as of Q1 2025.
Buffington Mohr McNeal sold 1,200 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $132K.
iShares 0-1 Year Treasury Bond ETF made up 0.05% of Buffington Mohr McNeal's portfolio in Q1 2025, its #99 holding.
Buffington Mohr McNeal first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 6 quarters since.
Buffington Mohr McNeal's iShares 0-1 Year Treasury Bond ETF position peaked at $388K in Q4 2024.
721 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.