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

Capital Analysts 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 Q2	–	Sell	-37	Closed	-$4K	–	1421
2025 Q1	$4K	Buy	+37	New	+$4.08K	﹤0.01%	1266
2024 Q2	–	Sell	-176	Closed	-$19K	–	1233
2024 Q1	$19K	Buy	+176	New	+$19.4K	﹤0.01%	836
2023 Q3	–	Sell	-495	Closed	-$55K	–	1197
2023 Q2	$55K	Buy	+495	New	+$54.6K	﹤0.01%	566
2023 Q1	–	Sell	-222	Closed	-$24K	–	1071
2022 Q4	$24K	Sell	222 -65,557	-100%	-$7.21M	﹤0.01%	731
2022 Q3	$7.24M	Buy	65,779 +5,399	+9%	+$594K	0.5%	36
2022 Q2	$6.65M	Buy	60,380 +22,997	+62%	+$2.53M	0.46%	42
2022 Q1	$4.12M	Buy	+37,383	New	+$4.12M	0.26%	80
2020 Q4	–	Sell	-183	Closed	-$20K	–	797
2020 Q3	$20K	Hold	183	–	–	﹤0.01%	504
2020 Q2	$20K	Sell	183 -82	-31%	-$9.09K	﹤0.01%	475
2020 Q1	$29K	Hold	265	–	–	﹤0.01%	405
2019 Q4	$29K	Hold	265	–	–	﹤0.01%	458
2019 Q3	$29K	Buy	+265	New	+$29.3K	﹤0.01%	448

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Capital Analysts LLC's SHV Position: Q2 2025 in Review

Capital Analysts LLC sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 37 shares — an estimated $4K sold.

Capital Analysts LLC first reported a position in SHV in Q3 2019 and held it in 12 quarters. The position peaked at $7.24M in Q3 2022. 715 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

Capital Analysts LLC reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Capital Analysts LLC sold 37 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $4K.
Capital Analysts LLC first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2019 and held it in 12 quarters.
Capital Analysts LLC's iShares 0-1 Year Treasury Bond ETF position peaked at $7.24M in Q3 2022.
715 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Capital Analysts LLC's 13F filing for Q2 2025, filed 13 Aug 2025.