Empirical Finance’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Empirical Finance’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	–	Sell	-10,465	Closed	-$1.16M	–	538
2025 Q1	$1.16M	Hold	10,465	–	–	0.07%	250
2024 Q4	$1.15M	Buy	+10,465	New	+$1.15M	0.07%	242
2023 Q1	–	Sell	-117,013	Closed	-$12.9M	–	502
2022 Q4	$12.9M	Buy	117,013 +57,996	+98%	+$6.37M	1.33%	13
2022 Q3	$6.49M	Hold	59,017	–	–	0.77%	23
2022 Q2	$6.5M	Buy	+59,017	New	+$6.5M	0.83%	21
2017 Q1	–	Sell	-6,194	Closed	-$684K	–	491
2016 Q4	$684K	Buy	+6,194	New	+$684K	0.46%	48

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

Empirical Finance's SHV Position: Q2 2025 in Review

Empirical Finance sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 10,465 shares — an estimated $1.16M sold.

Empirical Finance first reported a position in SHV in Q4 2016 and held it in 6 quarters. The position peaked at $12.9M in Q4 2022. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

Empirical Finance reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Empirical Finance sold 10,465 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $1.16M.
Empirical Finance first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2016 and held it in 6 quarters.
Empirical Finance's iShares 0-1 Year Treasury Bond ETF position peaked at $12.9M in Q4 2022.
713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Empirical Finance's 13F filing for Q2 2025, filed 11 Aug 2025.