Carolinas Wealth Consulting’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Carolinas Wealth Consulting’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	-2,060	Closed	-$228K	–	779
2025 Q1	$228K	Buy	2,060 +14	+0.7%	+$1.54K	0.05%	169
2024 Q4	$225K	Sell	2,046 -27	-1%	-$2.98K	0.04%	173
2024 Q3	$229K	Buy	2,073 +26	+1%	+$2.87K	0.04%	171
2024 Q2	$226K	Buy	+2,047	New	+$226K	0.04%	168
2023 Q3	–	Sell	-1,348	Closed	-$149K	–	1104
2023 Q2	$149K	Buy	1,348 +15	+1%	+$1.65K	0.03%	209
2023 Q1	$147K	Buy	1,333 +280	+27%	+$30.8K	0.03%	210
2022 Q4	$116K	Buy	+1,053	New	+$116K	0.03%	244

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Carolinas Wealth Consulting's SHV Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 2,060 shares — an estimated $228K sold.

Carolinas Wealth Consulting first reported a position in SHV in Q4 2022 and held it in 7 quarters. The position peaked at $229K in Q3 2024. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

Carolinas Wealth Consulting reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 2,060 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $228K.
Carolinas Wealth Consulting first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 7 quarters.
Carolinas Wealth Consulting's iShares 0-1 Year Treasury Bond ETF position peaked at $229K in Q3 2024.
713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.