CIBC Private Wealth Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

CIBC Private Wealth Group’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	$88.2K	Buy	801 +5	+0.6%	+$551	﹤0.01%	1578
2025 Q3	$88K	Sell	796 -206	-21%	-$22.7K	﹤0.01%	1554
2025 Q2	$111K	Sell	1,002 -12	-1%	-$1.32K	﹤0.01%	1340
2025 Q1	$112K	Sell	1,014 -519	-34%	-$57.2K	﹤0.01%	1312
2024 Q4	$169K	Buy	1,533 +440	+40%	+$48.5K	﹤0.01%	1222
2024 Q3	$121K	Hold	1,093	–	–	﹤0.01%	1397
2024 Q2	$120K	Sell	1,093 -1,044	-49%	-$115K	﹤0.01%	1326
2024 Q1	$235K	Buy	+2,137	New	+$236K	﹤0.01%	1058
2019 Q4	–	Sell	-7,200	Closed	-$796K	–	926
2019 Q3	$796K	Buy	+7,200	New	+$796K	﹤0.01%	611
2018 Q3	–	Sell	-200	Closed	-$22K	–	1591
2018 Q2	$22K	Hold	200	–	–	﹤0.01%	1379
2018 Q1	$22K	Buy	+200	New	+$22.1K	﹤0.01%	1366

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

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

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

CIBC Private Wealth Group's SHV Position: Q4 2025 in Review

CIBC Private Wealth Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.63% in Q4 2025, buying an estimated $551 and bringing the position to 801 shares worth $88.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

CIBC Private Wealth Group first reported a position in SHV in Q1 2018 and has held it in 11 quarters since. The position peaked at $796K in Q3 2019. 709 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

CIBC Private Wealth Group held 801 shares of iShares 0-1 Year Treasury Bond ETF worth $88.2K as of Q4 2025.
CIBC Private Wealth Group bought 5 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $551.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1578 holding.
CIBC Private Wealth Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2018 and has held it in 11 quarters since.
CIBC Private Wealth Group's iShares 0-1 Year Treasury Bond ETF position peaked at $796K in Q3 2019.
709 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.