Castleview Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Castleview Partners’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	-7,627	Closed	-$840K	–	489
2024 Q4	$840K	Sell	7,627 -392	-5%	-$43.2K	0.45%	52
2024 Q3	$887K	Sell	8,019 -1,083	-12%	-$120K	0.51%	44
2024 Q2	$1.01M	Buy	9,102 +1,163	+15%	+$128K	0.57%	38
2024 Q1	$878K	Buy	7,939 +57	+0.7%	+$6.29K	0.49%	44
2023 Q4	$868K	Buy	7,882 +5,846	+287%	+$644K	0.61%	28
2023 Q3	$225K	Buy	2,036 +938	+85%	+$103K	0.21%	103
2023 Q2	$121K	Sell	1,098 -2,218	-67%	-$245K	0.11%	164
2023 Q1	$366K	Buy	3,316 +27	+0.8%	+$2.97K	0.32%	74
2022 Q4	$362K	Buy	3,289 +175	+6%	+$19.2K	0.35%	70
2022 Q3	$343K	Buy	3,114 +2,130	+216%	+$234K	0.33%	72
2022 Q2	$32.4K	Buy	+984	New	+$108K	0.03%	349
2022 Q1	–	Sell	-34,247	Closed	-$310	–	976
2021 Q4	$310	Buy	+34,247	New	+$3.78M	﹤0.01%	601
2021 Q2	$99K	Buy	+894	New	+$98.8K	0.04%	288

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

Castleview Partners's SHV Position: Q1 2025 in Review

Castleview Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2025, closing a stake of 7,627 shares — an estimated $840K sold.

Castleview Partners first reported a position in SHV in Q2 2021 and held it in 13 quarters. The position peaked at $1.01M in Q2 2024. 721 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

Castleview Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 7,627 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $840K.
Castleview Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2021 and held it in 13 quarters.
Castleview Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $1.01M in Q2 2024.
721 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.