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FLC Capital Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

FLC Capital 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 		– Sell
-22,254
Closed -$2.46M – 210
2025
Q1 		$2.46M Buy
22,254
+1,555
+8% +$172K 0.55% 37
2024
Q4 		$2.28M Sell
20,699
-1,430
-6% -$158K 0.52% 37
2024
Q3 		$2.45M Sell
22,129
-3,561
-14% -$393K 0.56% 39
2024
Q2 		$2.84M Sell
25,690
-18,698
-42% -$2.06M 0.7% 35
2024
Q1 		$4.91M Buy
44,388
+4,111
+10% +$454K 1.24% 21
2023
Q4 		$4.44M Sell
40,277
-13,204
-25% -$1.46M 1.2% 20
2023
Q3 		$5.91M Sell
53,481
-2,965
-5% -$327K 1.79% 12
2023
Q2 		$6.23M Sell
56,446
-4,598
-8% -$507K 1.82% 13
2023
Q1 		$6.75M Sell
61,044
-12,668
-17% -$1.4M 2.06% 10
2022
Q4 		$8.1M Sell
73,712
-3,585
-5% -$394K 2.52% 9
2022
Q3 		$8.5M Buy
+77,297
New +$8.5M 2.95% 7

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

FLC Capital Advisors's SHV Position: Q2 2025 in Review

FLC Capital Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 22,254 shares — an estimated $2.46M sold.

FLC Capital Advisors first reported a position in SHV in Q3 2022 and held it in 11 quarters. The position peaked at $8.5M in Q3 2022. 714 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

  • FLC Capital Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • FLC Capital Advisors sold 22,254 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $2.46M.
  • FLC Capital Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and held it in 11 quarters.
  • FLC Capital Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $8.5M in Q3 2022.
  • 714 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on FLC Capital Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.