CFB
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Cullen/Frost Bankers’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Cullen/Frost Bankers’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
-47
Closed -$5.18K – 1274
2024
Q4 		$5.19K Hold
47
– – ﹤0.01% 994
2024
Q3 		$5.2K Buy
+47
New +$5.19K ﹤0.01% 999
2024
Q1 		– Sell
-52
Closed -$5.73K – 1077
2023
Q4 		$5.73K Sell
52
-1
-2% -$110 ﹤0.01% 858
2023
Q3 		$5.86K Buy
+53
New +$5.84K ﹤0.01% 977
2021
Q1 		– Sell
-2,714
Closed -$300K – 1132
2020
Q4 		$300K Buy
+2,714
New +$300K 0.01% 433

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cullen/Frost Bankers's SHV Position: Q1 2025 in Review

Cullen/Frost Bankers sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2025, closing a stake of 47 shares — an estimated $5.18K sold.

Cullen/Frost Bankers first reported a position in SHV in Q4 2020 and held it in 5 quarters. The position peaked at $300K in Q4 2020. 721 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

  • Cullen/Frost Bankers reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Cullen/Frost Bankers sold 47 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $5.18K.
  • Cullen/Frost Bankers first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and held it in 5 quarters.
  • Cullen/Frost Bankers's iShares 0-1 Year Treasury Bond ETF position peaked at $300K in Q4 2020.
  • 721 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Cullen/Frost Bankers's 13F filing for Q1 2025, filed 2 May 2025.