DWM
SHV icon

Drive Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Drive Wealth 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
Q4 		– Sell
-3,696
Closed -$408K – 421
2025
Q3 		$408K Sell
3,696
-68,499
-95% -$7.55M 0.09% 196
2025
Q2 		$7.97M Sell
72,195
-5,088
-7% -$561K 1.75% 12
2025
Q1 		$8.54M Buy
77,283
+5,954
+8% +$657K 2.01% 12
2024
Q4 		$7.85M Sell
71,329
-4,476
-6% -$494K 1.93% 11
2024
Q3 		$8.39M Buy
75,805
+15,915
+27% +$1.76M 2.18% 9
2024
Q2 		$6.62M Sell
59,890
-555
-0.9% -$61.2K 1.79% 11
2024
Q1 		$6.68M Sell
60,445
-194
-0.3% -$21.4K 1.87% 11
2023
Q4 		$6.68M Sell
60,639
-462
-0.8% -$50.9K 2.15% 9
2023
Q3 		$6.75M Buy
61,101
+1,882
+3% +$207K 2.46% 8
2023
Q2 		$6.54M Buy
59,219
+38,466
+185% +$4.24M 2.43% 10
2023
Q1 		$2.29M Buy
+20,753
New +$2.29M 0.96% 18

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

Drive Wealth Management's SHV Position: Q4 2025 in Review

Drive Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2025, closing a stake of 3,696 shares — an estimated $408K sold.

Drive Wealth Management first reported a position in SHV in Q1 2023 and held it in 11 quarters. The position peaked at $8.54M in Q1 2025. 709 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

  • Drive Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Drive Wealth Management sold 3,696 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $408K.
  • Drive Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and held it in 11 quarters.
  • Drive Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $8.54M in Q1 2025.
  • 709 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on Drive Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.