FGC
SHV icon

Financial Gravity Companies’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Financial Gravity Companies’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 		$7.29K Buy
+66
New +$7.28K ﹤0.01% 630
2024
Q4 		$7.27K Hold
66
– – ﹤0.01% 630
2024
Q3 		$7.3K Buy
+66
New +$7.28K ﹤0.01% 396
2018
Q4 		$467K Buy
+4,228
New +$467K 0.42% 36
2018
Q1 		$506K Buy
4,591
+37
+0.8% +$4.08K 0.52% 29
2017
Q4 		$503K Buy
+4,554
New +$502K 0.58% 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
Raymond James Financial
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

Financial Gravity Companies's SHV Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025: 66 shares worth $7.29K. The stake represents ﹤0.01% of the portfolio and ranks #630 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SHV as recently as Q4 2024.

Financial Gravity Companies first reported a position in SHV in Q4 2017 and has held it in 6 quarters since. The position peaked at $506K in Q1 2018. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

  • Financial Gravity Companies held 66 shares of iShares 0-1 Year Treasury Bond ETF worth $7.29K as of Q2 2025.
  • iShares 0-1 Year Treasury Bond ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #630 holding.
  • Financial Gravity Companies first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's iShares 0-1 Year Treasury Bond ETF position peaked at $506K in Q1 2018.
  • 713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.