EBA
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Eagle Bay Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Eagle Bay Advisors’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
-101
Closed -$11.1K – 809
2024
Q4 		$11.1K Sell
101
-43
-30% -$4.74K 0.01% 549
2024
Q3 		$15.9K Buy
144
+39
+37% +$4.3K 0.01% 680
2024
Q2 		$11.6K Hold
105
– – 0.01% 527
2024
Q1 		$11.6K Buy
+105
New +$11.6K 0.01% 543

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 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 $2.3T AUM 54.33% 1-Year Est. Return

Eagle Bay Advisors's SHV Position: Q1 2025 in Review

Eagle Bay Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2025, closing a stake of 101 shares — an estimated $11.1K sold.

Eagle Bay Advisors first reported a position in SHV in Q1 2024 and held it in 4 quarters. The position peaked at $15.9K in Q3 2024. 722 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

  • Eagle Bay Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 101 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $11.1K.
  • Eagle Bay Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and held it in 4 quarters.
  • Eagle Bay Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $15.9K in Q3 2024.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.