Forte Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Forte Asset Management’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	-6,750	Closed	-$746K	–	72
2025 Q1	$746K	Hold	6,750	–	–	0.38%	47
2024 Q4	$743K	Hold	6,750	–	–	0.39%	45
2024 Q3	$747K	Hold	6,750	–	–	0.4%	45
2024 Q2	$746K	Hold	6,750	–	–	0.44%	41
2024 Q1	$746K	Hold	6,750	–	–	0.45%	39
2023 Q4	$743K	Hold	6,750	–	–	0.51%	38
2023 Q3	$746K	Hold	6,750	–	–	0.5%	37
2023 Q2	$746K	Hold	6,750	–	–	0.48%	40
2023 Q1	$746K	Sell	6,750 -7,700	-53%	-$848K	0.49%	41
2022 Q4	$1.59M	Hold	14,450	–	–	1.04%	35
2022 Q3	$1.59M	Hold	14,450	–	–	1.05%	32
2022 Q2	$1.59M	Buy	+14,450	New	+$1.59M	1.1%	28

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

Forte Asset Management's SHV Position: Q2 2025 in Review

Forte Asset Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 6,750 shares — an estimated $746K sold.

Forte Asset Management first reported a position in SHV in Q2 2022 and held it in 12 quarters. The position peaked at $1.59M in Q2 2022. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

Forte Asset Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Forte Asset Management sold 6,750 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $746K.
Forte Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and held it in 12 quarters.
Forte Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $1.59M in Q2 2022.
713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Forte Asset Management's 13F filing for Q2 2025, filed 31 Jul 2025.