Capital Group Private Client Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Capital Group Private Client Services’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	-5,000	Closed	-$552K	–	292
2025 Q3	$552K	Hold	5,000	–	–	0.01%	241
2025 Q2	$552K	Hold	5,000	–	–	﹤0.01%	252
2025 Q1	$552K	Hold	5,000	–	–	0.01%	246
2024 Q4	$551K	Hold	5,000	–	–	0.01%	243
2024 Q3	$553K	Hold	5,000	–	–	0.01%	239
2024 Q2	$553K	Buy	+5,000	New	+$551K	0.01%	241

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

Capital Group Private Client Services's SHV Position: Q4 2025 in Review

Capital Group Private Client Services sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2025, closing a stake of 5,000 shares — an estimated $552K sold.

Capital Group Private Client Services first reported a position in SHV in Q2 2024 and held it in 6 quarters. The position peaked at $553K in Q3 2024. 709 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

Capital Group Private Client Services reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Capital Group Private Client Services sold 5,000 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $552K.
Capital Group Private Client Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2024 and held it in 6 quarters.
Capital Group Private Client Services's iShares 0-1 Year Treasury Bond ETF position peaked at $553K in Q3 2024.
709 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on Capital Group Private Client Services's 13F filing for Q4 2025, filed 11 Feb 2026.