EAMA
SHV icon

EFG Asset Management (Americas)’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

EFG Asset Management (Americas)’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 		$4.19M Sell
37,939
-2,029
-5% -$224K 0.72% 44
2025
Q2 		$4.41M Sell
39,968
-1,770
-4% -$195K 0.81% 40
2025
Q1 		$4.61M Buy
41,738
+7,934
+23% +$875K 0.93% 36
2024
Q4 		$3.72M Sell
33,804
-3,525
-9% -$389K 0.72% 48
2024
Q3 		$4.13M Sell
37,329
-3,316
-8% -$366K 0.81% 42
2024
Q2 		$4.49M Buy
40,645
+11,927
+42% +$1.32M 0.88% 39
2024
Q1 		$3.17M Buy
28,718
+334
+1% +$36.8K 0.97% 33
2023
Q4 		$3.13M Buy
28,384
+22,321
+368% +$2.46M 0.67% 44
2023
Q3 		$670K Sell
6,063
-2,196
-27% -$242K 0.16% 105
2023
Q2 		$912K Sell
8,259
-5,206
-39% -$574K 0.21% 97
2023
Q1 		$1.49M Sell
13,465
-10,386
-44% -$1.14M 0.36% 83
2022
Q4 		$2.62M Sell
23,851
-79
-0.3% -$8.68K 0.65% 49
2022
Q3 		$2.63M Buy
+23,930
New +$2.63M 0.67% 49
2020
Q3 		– Sell
-3,558
Closed -$394K – 149
2020
Q2 		$394K Sell
3,558
-67,097
-95% -$7.44M 0.1% 107
2020
Q1 		$7.84M Sell
70,655
-18,886
-21% -$2.09M 2.52% 5
2019
Q4 		$9.88M Buy
89,541
+2,779
+3% +$307K 2.61% 5
2019
Q3 		$9.59M Sell
86,762
-2,707
-3% -$299K 2.89% 3
2019
Q2 		$9.89M Buy
89,469
+10,622
+13% +$1.17M 2.82% 4
2019
Q1 		$8.72M Buy
78,847
+47,821
+154% +$5.28M 2.65% 6
2018
Q4 		$3.42M Buy
+31,026
New +$3.42M 1.23% 26

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

EFG Asset Management (Americas)'s SHV Position: Q3 2025 in Review

EFG Asset Management (Americas) reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 5.1% in Q3 2025, selling an estimated $224K and leaving 37,939 shares worth $4.19M. The position accounts for 0.72% of the portfolio, ranked #44.

EFG Asset Management (Americas) first reported a position in SHV in Q4 2018 and has held it in 20 quarters since. The position peaked at $9.89M in Q2 2019. 684 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

  • EFG Asset Management (Americas) held 37,939 shares of iShares 0-1 Year Treasury Bond ETF worth $4.19M as of Q3 2025.
  • EFG Asset Management (Americas) sold 2,029 iShares 0-1 Year Treasury Bond ETF shares in Q3 2025, an estimated $224K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.72% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #44 holding.
  • EFG Asset Management (Americas) first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and has held it in 20 quarters since.
  • EFG Asset Management (Americas)'s iShares 0-1 Year Treasury Bond ETF position peaked at $9.89M in Q2 2019.
  • 684 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.