Forefront Analytics’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Forefront Analytics’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	-12,248	Closed	-$1.35M	–	61
2024 Q4	$1.35M	Sell	12,248 -2,954	-19%	-$326K	0.63%	33
2024 Q3	$1.68M	Buy	15,202 +1,880	+14%	+$207K	0.79%	29
2024 Q2	$1.47M	Sell	13,322 -805	-6%	-$88.8K	0.7%	30
2024 Q1	$1.56M	Buy	14,127 +1,868	+15%	+$206K	0.76%	32
2023 Q4	$1.35M	Buy	12,259 +105	+0.9%	+$11.6K	0.67%	32
2023 Q3	$1.34M	Buy	12,154 +74	+0.6%	+$8.16K	0.76%	31
2023 Q2	$1.33M	Buy	12,080 +68	+0.6%	+$7.5K	0.76%	31
2023 Q1	$1.33M	Buy	12,012 +6,074	+102%	+$669K	0.68%	34
2022 Q4	$653K	Buy	+5,938	New	+$653K	0.35%	40

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Forefront Analytics's SHV Position: Q1 2025 in Review

Forefront Analytics sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2025, closing a stake of 12,248 shares — an estimated $1.35M sold.

Forefront Analytics first reported a position in SHV in Q4 2022 and held it in 9 quarters. The position peaked at $1.68M in Q3 2024. 721 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

Forefront Analytics reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Forefront Analytics sold 12,248 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $1.35M.
Forefront Analytics first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 9 quarters.
Forefront Analytics's iShares 0-1 Year Treasury Bond ETF position peaked at $1.68M in Q3 2024.
721 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Forefront Analytics's 13F filing for Q1 2025, filed 13 May 2025.