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Cabana LLC’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Cabana LLC’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
-7,417
Closed -$820K – 19
2025
Q3 		$820K Buy
7,417
+55
+0.7% +$6.07K 5.01% 8
2025
Q2 		$813K Buy
+7,362
New +$812K 4.66% 10
2022
Q4 		– Sell
-204,935
Closed -$22.5M – 3
2022
Q3 		$22.5M Buy
+204,935
New +$22.5M 100% 1
2020
Q2 		$1.61M Sell
14,502
-1,159,882
-99% -$129M 0.15% 18
2020
Q1 		$130M Buy
1,174,384
+1,161,252
+8,843% +$129M 13.78% 5
2019
Q4 		$1.45M Buy
13,132
+158
+1% +$17.5K 0.17% 22
2019
Q3 		$1.44M Sell
12,974
-8,071
-38% -$892K 0.19% 29
2019
Q2 		$2.33M Buy
21,045
+8,420
+67% +$930K 0.36% 22
2019
Q1 		$1.4M Buy
12,625
+49
+0.4% +$5.41K 0.26% 16
2018
Q4 		$1.39M Buy
12,576
+86
+0.7% +$9.49K 0.29% 18
2018
Q3 		$1.38M Buy
12,490
+55
+0.4% +$6.07K 0.32% 34
2018
Q2 		$1.37M Sell
12,435
-12,351
-50% -$1.36M 0.36% 34
2018
Q1 		$2.73K Buy
+24,786
New +$2.73M 0.13% 24

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

Cabana LLC's SHV Position: Q4 2025 in Review

Cabana LLC sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2025, closing a stake of 7,417 shares — an estimated $820K sold.

Cabana LLC first reported a position in SHV in Q1 2018 and held it in 13 quarters. The position peaked at $130M in Q1 2020. 709 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

  • Cabana LLC reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Cabana LLC sold 7,417 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $820K.
  • Cabana LLC first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2018 and held it in 13 quarters.
  • Cabana LLC's iShares 0-1 Year Treasury Bond ETF position peaked at $130M in Q1 2020.
  • 709 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on Cabana LLC's 13F filing for Q4 2025, filed 28 Jan 2026.