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Cannon Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Cannon Advisors’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 		– Sell
-12,176
Closed -$1.34M – 66
2024
Q4 		$1.34M Sell
12,176
-631
-5% -$69.6K 1.14% 28
2024
Q3 		$1.42M Buy
+12,807
New +$1.41M 1.16% 28

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cannon Advisors's SHV Position: Q1 2025 in Review

Cannon Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2025, closing a stake of 12,176 shares — an estimated $1.34M sold.

Cannon Advisors first reported a position in SHV in Q3 2024 and held it in 2 quarters. The position peaked at $1.42M in Q3 2024. 721 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

  • Cannon Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Cannon Advisors sold 12,176 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $1.34M.
  • Cannon Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2024 and held it in 2 quarters.
  • Cannon Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $1.42M in Q3 2024.
  • 721 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Cannon Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.