Columbus Macro’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Columbus Macro’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	-4,452	Closed	-$492K	–	218
2025 Q2	$492K	Buy	4,452 +76	+2%	+$8.38K	0.06%	165
2025 Q1	$483K	Buy	4,376 +125	+3%	+$13.8K	0.06%	162
2024 Q4	$468K	Hold	4,251	–	–	0.06%	162
2024 Q3	$470K	Buy	4,251 +140	+3%	+$15.4K	0.17%	138
2024 Q2	$454K	Hold	4,111	–	–	0.18%	138
2024 Q1	$454K	Hold	4,111	–	–	0.17%	142
2023 Q4	$453K	Hold	4,111	–	–	0.18%	142
2023 Q3	$454K	Buy	4,111 +45	+1%	+$4.96K	0.19%	134
2023 Q2	$449K	Hold	4,066	–	–	0.18%	127
2023 Q1	$449K	Hold	4,066	–	–	0.17%	125
2022 Q4	$447K	Buy	4,066 +1,200	+42%	+$132K	0.17%	130
2022 Q3	$315K	Hold	2,866	–	–	0.13%	146
2022 Q2	$316K	Sell	2,866 -2,192	-43%	-$241K	0.12%	147
2022 Q1	$558K	Hold	5,058	–	–	0.19%	119
2021 Q4	$559K	Hold	5,058	–	–	0.19%	115
2021 Q3	$559K	Hold	5,058	–	–	0.18%	116
2021 Q2	$559K	Hold	5,058	–	–	0.17%	117
2021 Q1	$559K	Hold	5,058	–	–	0.17%	121
2020 Q4	$559K	Sell	5,058 -1,343	-21%	-$149K	0.17%	102
2020 Q3	$709K	Sell	6,401 -1,048	-14%	-$116K	0.22%	97
2020 Q2	$825K	Buy	7,449 +1	+0%	+$111	0.23%	80
2020 Q1	$827K	Buy	7,448 +101	+1%	+$11.2K	0.24%	81
2019 Q4	$812K	Buy	7,347 +3,976	+118%	+$440K	0.18%	92
2019 Q3	$373K	Buy	3,371 +3	+0.1%	+$332	0.09%	118
2019 Q2	$373K	Sell	3,368 -1,072	-24%	-$118K	0.08%	123
2019 Q1	$491K	Buy	+4,440	New	+$490K	0.11%	108

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

Columbus Macro's SHV Position: Q3 2025 in Review

Columbus Macro sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2025, closing a stake of 4,452 shares — an estimated $492K sold.

Columbus Macro first reported a position in SHV in Q1 2019 and held it in 26 quarters. The position peaked at $827K in Q1 2020. 685 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

Columbus Macro reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Columbus Macro sold 4,452 iShares 0-1 Year Treasury Bond ETF shares in Q3 2025, an estimated $492K.
Columbus Macro first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and held it in 26 quarters.
Columbus Macro's iShares 0-1 Year Treasury Bond ETF position peaked at $827K in Q1 2020.
685 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on Columbus Macro's 13F filing for Q3 2025, filed 16 Oct 2025.