Cardinal Point Capital Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Cardinal Point Capital Management’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	-2,900	Closed	-$319K	–	182
2024 Q4	$319K	Sell	2,900 -1,810	-38%	-$200K	0.05%	69
2024 Q3	$521K	Sell	4,710 -247,161	-98%	-$27.3M	0.09%	52
2024 Q2	$27.8M	Buy	251,871 +17,920	+8%	+$1.98M	4.84%	9
2024 Q1	$25.9M	Buy	233,951 +89,120	+62%	+$9.83M	4.92%	7
2023 Q4	$16M	Buy	144,831 +128,380	+780%	+$14.2M	3.86%	7
2023 Q3	$1.82M	Sell	16,451 -8,135	-33%	-$897K	0.48%	16
2023 Q2	$2.72M	Sell	24,586 -6,270	-20%	-$691K	0.82%	15
2023 Q1	$3.41M	Sell	30,856 -2,424	-7%	-$267K	1.04%	12
2022 Q4	$3.66M	Buy	+33,280	New	+$3.66M	1.26%	11

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cardinal Point Capital Management's SHV Position: Q1 2025 in Review

Cardinal Point Capital Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2025, closing a stake of 2,900 shares — an estimated $319K sold.

Cardinal Point Capital Management first reported a position in SHV in Q4 2022 and held it in 9 quarters. The position peaked at $27.8M in Q2 2024. 721 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

Cardinal Point Capital Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Cardinal Point Capital Management sold 2,900 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $319K.
Cardinal Point Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 9 quarters.
Cardinal Point Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $27.8M in Q2 2024.
721 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Cardinal Point Capital Management's 13F filing for Q1 2025, filed 8 May 2025.