FHA
SHV icon

First Horizon Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

First Horizon Advisors’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 		$2.84M Buy
25,719
+2,368
+10% +$261K 0.07% 181
2025
Q1 		$2.58M Sell
23,351
-3,379
-13% -$373K 0.07% 189
2024
Q4 		$2.94M Buy
26,730
+7,804
+41% +$861K 0.08% 180
2024
Q3 		$2.09M Sell
18,926
-23,189
-55% -$2.56M 0.06% 202
2024
Q2 		$4.65M Buy
42,115
+3,307
+9% +$365K 0.14% 145
2024
Q1 		$4.29M Buy
38,808
+588
+2% +$64.9K 0.13% 148
2023
Q4 		$4.21M Buy
38,220
+2,566
+7% +$283K 0.14% 152
2023
Q3 		$3.94M Buy
35,654
+124
+0.3% +$13.7K 0.14% 152
2023
Q2 		$3.92M Sell
35,530
-23,339
-40% -$2.57M 0.14% 158
2023
Q1 		$6.51M Sell
58,869
-4,570
-7% -$503K 0.23% 119
2022
Q4 		$6.97M Buy
63,439
+32,379
+104% +$3.56M 0.26% 117
2022
Q3 		$3.42M Buy
31,060
+14,878
+92% +$1.64M 0.14% 169
2022
Q2 		$1.78M Buy
16,182
+15,084
+1,374% +$1.66M 0.06% 223
2022
Q1 		$121K Sell
1,098
-836
-43% -$92.2K 0.01% 462
2021
Q4 		$213K Buy
1,934
+945
+96% +$104K 0.01% 482
2021
Q3 		$109K Buy
989
+392
+66% +$43.3K ﹤0.01% 653
2021
Q2 		$65K Buy
597
+183
+44% +$20.2K ﹤0.01% 688
2021
Q1 		$45K Buy
+414
New +$45.8K ﹤0.01% 783
2020
Q2 		– Sell
-17
Closed -$1K – 1468
2020
Q1 		$1K Buy
+17
New +$1.88K ﹤0.01% 1313
2019
Q1 		– Sell
-1,981
Closed -$218K – 1639
2018
Q4 		$218K Buy
+1,981
New +$219K 0.02% 310

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

First Horizon Advisors's SHV Position: Q2 2025 in Review

First Horizon Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 10% in Q2 2025, buying an estimated $261K and bringing the position to 25,719 shares worth $2.84M. The position accounts for 0.07% of the portfolio, ranked #181.

First Horizon Advisors first reported a position in SHV in Q4 2018 and has held it in 20 quarters since. The position peaked at $6.97M in Q4 2022. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

  • First Horizon Advisors held 25,719 shares of iShares 0-1 Year Treasury Bond ETF worth $2.84M as of Q2 2025.
  • First Horizon Advisors bought 2,368 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $261K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.07% of First Horizon Advisors's portfolio in Q2 2025, its #181 holding.
  • First Horizon Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and has held it in 20 quarters since.
  • First Horizon Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $6.97M in Q4 2022.
  • 713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.