CJ
SHV icon

Caitlin John’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Caitlin John’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
-8
Closed -$884 – 992
2025
Q3 		$884 Buy
+8
New +$882 ﹤0.01% 780
2025
Q1 		– Sell
-8
Closed -$881 – 666
2024
Q4 		$881 Sell
8
-21
-72% -$2.32K ﹤0.01% 746
2024
Q3 		$3.23K Sell
29
-50
-63% -$5.52K ﹤0.01% 608
2024
Q2 		$8.76K Sell
79
-14
-15% -$1.54K 0.01% 478
2024
Q1 		$10.3K Sell
93
-27
-23% -$2.98K 0.01% 456
2023
Q4 		$13.2K Buy
+120
New +$13.2K 0.01% 397

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

Caitlin John's SHV Position: Q4 2025 in Review

Caitlin John sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2025, closing a stake of 8 shares — an estimated $884 sold.

Caitlin John first reported a position in SHV in Q4 2023 and held it in 6 quarters. The position peaked at $13.2K in Q4 2023. 709 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

  • Caitlin John reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Caitlin John sold 8 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $884.
  • Caitlin John first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and held it in 6 quarters.
  • Caitlin John's iShares 0-1 Year Treasury Bond ETF position peaked at $13.2K in Q4 2023.
  • 709 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on Caitlin John's 13F filing for Q4 2025, filed 18 Feb 2026.