Clarity Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Clarity Asset 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 Q3	–	Sell	-652	Closed	-$72K	–	261
2025 Q2	$72K	Buy	652 +6	+0.9%	+$662	0.04%	78
2025 Q1	$71.3K	Buy	646 +5	+0.8%	+$551	0.05%	65
2024 Q4	$70.6K	Buy	641 +10	+2%	+$1.1K	0.05%	71
2024 Q3	$69.8K	Buy	631 +8	+1%	+$883	0.05%	69
2024 Q2	$68.8K	Buy	623 +8	+1%	+$882	0.05%	66
2024 Q1	$68K	Buy	615 +5	+0.8%	+$552	0.05%	70
2023 Q4	$67.2K	Buy	+610	New	+$67.2K	0.05%	65

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Clarity Asset Management's SHV Position: Q3 2025 in Review

Clarity Asset Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2025, closing a stake of 652 shares — an estimated $72K sold.

Clarity Asset Management first reported a position in SHV in Q4 2023 and held it in 7 quarters. The position peaked at $72K in Q2 2025. 686 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

Clarity Asset Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Clarity Asset Management sold 652 iShares 0-1 Year Treasury Bond ETF shares in Q3 2025, an estimated $72K.
Clarity Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and held it in 7 quarters.
Clarity Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $72K in Q2 2025.
686 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on Clarity Asset Management's 13F filing for Q3 2025, filed 27 Oct 2025.