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

Copperwynd Financial’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 Q2	$3.01M	Buy	27,267 +1,530	+6%	+$169K	0.75%	29
2025 Q1	$2.84M	Buy	+25,737	New	+$2.84M	0.78%	28
2024 Q3	–	Sell	-41,232	Closed	-$4.56M	–	153
2024 Q2	$4.56M	Buy	+41,232	New	+$4.55M	1.49%	15
2023 Q4	–	Sell	-32,493	Closed	-$3.59M	–	142
2023 Q3	$3.59M	Buy	32,493 +1,629	+5%	+$180K	1.69%	12
2023 Q2	$3.41M	Buy	30,864 +440	+1%	+$48.5K	1.59%	12
2023 Q1	$3.36M	Sell	30,424 -4,993	-14%	-$550K	1.72%	12
2022 Q4	$3.89M	Sell	35,417 -10,128	-22%	-$1.11M	2.19%	7
2022 Q3	$5.01M	Sell	45,545 -2,886	-6%	-$318K	2.88%	6
2022 Q2	$5.33M	Buy	+48,431	New	+$5.34M	3.14%	5
2021 Q2	–	Sell	-11,992	Closed	-$1.32M	–	128
2021 Q1	$1.32M	Buy	+11,992	New	+$1.33M	0.6%	28
2020 Q4	–	Sell	-12,316	Closed	-$1.36M	–	126
2020 Q3	$1.36M	Sell	12,316 -4,188	-25%	-$464K	0.73%	21
2020 Q2	$1.83M	Buy	16,504 +11,920	+260%	+$1.32M	1.05%	19
2020 Q1	$509K	Buy	4,584 +13	+0.3%	+$1.44K	0.24%	30
2019 Q4	$505K	Buy	4,571 +22	+0.5%	+$2.43K	0.27%	83
2019 Q3	$503K	Buy	+4,549	New	+$503K	0.29%	77

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Copperwynd Financial's SHV Position: Q2 2025 in Review

Copperwynd Financial increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 5.9% in Q2 2025, buying an estimated $169K and bringing the position to 27,267 shares worth $3.01M. The position accounts for 0.75% of the portfolio, ranked #29.

Copperwynd Financial first reported a position in SHV in Q3 2019 and has held it in 15 quarters since. The position peaked at $5.33M in Q2 2022. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

Copperwynd Financial held 27,267 shares of iShares 0-1 Year Treasury Bond ETF worth $3.01M as of Q2 2025.
Copperwynd Financial bought 1,530 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $169K.
iShares 0-1 Year Treasury Bond ETF made up 0.75% of Copperwynd Financial's portfolio in Q2 2025, its #29 holding.
Copperwynd Financial first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2019 and has held it in 15 quarters since.
Copperwynd Financial's iShares 0-1 Year Treasury Bond ETF position peaked at $5.33M in Q2 2022.
713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.