F.L. Putnam Investment Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

F.L. Putnam Investment 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 Q2	–	Sell	-11,056	Closed	-$1.22M	–	610
2025 Q1	$1.22M	Hold	11,056	–	–	0.02%	296
2024 Q4	$1.22M	Hold	11,056	–	–	0.02%	291
2024 Q3	$1.22M	Sell	11,056 -10,808	-49%	-$1.19M	0.02%	306
2024 Q2	$2.42M	Sell	21,864 -2,722	-11%	-$300K	0.05%	218
2024 Q1	$2.72M	Sell	24,586 -3,684	-13%	-$406K	0.06%	186
2023 Q4	$3.11M	Buy	+28,270	New	+$3.12M	0.07%	179

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

F.L. Putnam Investment Management's SHV Position: Q2 2025 in Review

F.L. Putnam Investment Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 11,056 shares — an estimated $1.22M sold.

F.L. Putnam Investment Management first reported a position in SHV in Q4 2023 and held it in 6 quarters. The position peaked at $3.11M in Q4 2023. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

F.L. Putnam Investment Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
F.L. Putnam Investment Management sold 11,056 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $1.22M.
F.L. Putnam Investment Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and held it in 6 quarters.
F.L. Putnam Investment Management's iShares 0-1 Year Treasury Bond ETF position peaked at $3.11M in Q4 2023.
713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.