FA
SHV icon

Fedenia Advisers’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Fedenia Advisers’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
-325
Closed -$35.8K – 373
2024
Q4 		$35.8K Buy
+325
New +$35.8K 0.02% 271

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 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 $1.9T AUM 41.92% 1-Year Est. Return

Fedenia Advisers's SHV Position: Q1 2025 in Review

Fedenia Advisers sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2025, closing a stake of 325 shares — an estimated $35.8K sold.

Fedenia Advisers first reported a position in SHV in Q4 2024 and held it in 1 quarter. The position peaked at $35.8K in Q4 2024. 721 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

  • Fedenia Advisers reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Fedenia Advisers sold 325 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $35.8K.
  • Fedenia Advisers first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and held it in 1 quarter.
  • Fedenia Advisers's iShares 0-1 Year Treasury Bond ETF position peaked at $35.8K in Q4 2024.
  • 721 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Fedenia Advisers's 13F filing for Q1 2025, filed 28 Apr 2025.