Citizens Financial Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Citizens Financial 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 Q1	–	Sell	-2,586	Closed	-$285K	–	643
2024 Q4	$285K	Sell	2,586 -910	-26%	-$100K	0.01%	488
2024 Q3	$387K	Sell	3,496 -48	-1%	-$5.3K	0.01%	424
2024 Q2	$392K	Buy	+3,544	New	+$391K	0.01%	407
2020 Q3	–	Sell	-154	Closed	-$17K	–	816
2020 Q2	$17K	Hold	154	–	–	﹤0.01%	654
2020 Q1	$17K	Hold	154	–	–	﹤0.01%	639
2019 Q4	$17K	Hold	154	–	–	﹤0.01%	648
2019 Q3	$17K	Hold	154	–	–	﹤0.01%	490
2019 Q2	$17K	Buy	+154	New	+$17K	﹤0.01%	473

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citizens Financial Group's SHV Position: Q1 2025 in Review

Citizens Financial Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2025, closing a stake of 2,586 shares — an estimated $285K sold.

Citizens Financial Group first reported a position in SHV in Q2 2019 and held it in 8 quarters. The position peaked at $392K in Q2 2024. 723 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

Citizens Financial Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Citizens Financial Group sold 2,586 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $285K.
Citizens Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2019 and held it in 8 quarters.
Citizens Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $392K in Q2 2024.
723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Citizens Financial Group's 13F filing for Q1 2025, filed 9 May 2025.