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Forvis Mazars Wealth Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Forvis Mazars Wealth 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
Q4 		– Sell
-5,825
Closed -$644K – 415
2025
Q3 		$644K Sell
5,825
-2,751
-32% -$303K 0.01% 252
2025
Q2 		$947K Sell
8,576
-1,732
-17% -$191K 0.02% 211
2025
Q1 		$1.14M Sell
10,308
-464
-4% -$51.2K 0.03% 196
2024
Q4 		$1.19M Buy
10,772
+5,095
+90% +$562K 0.03% 205
2024
Q3 		$628K Sell
5,677
-91
-2% -$10K 0.01% 284
2024
Q2 		$637K Buy
5,768
+399
+7% +$44K 0.02% 257
2024
Q1 		$593K Sell
5,369
-796
-13% -$87.8K 0.02% 265
2023
Q4 		$679K Sell
6,165
-739
-11% -$81.5K 0.02% 246
2023
Q3 		$763K Buy
6,904
+1,748
+34% +$193K 0.02% 224
2023
Q2 		$569K Sell
5,156
-4,141
-45% -$457K 0.02% 277
2023
Q1 		$1.03M Sell
9,297
-8,751
-48% -$964K 0.03% 202
2022
Q4 		$1.98M Sell
18,048
-9,965
-36% -$1.1M 0.07% 143
2022
Q3 		$3.08M Buy
+28,013
New +$3.08M 0.12% 100

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SHV Position: Q4 2025 in Review

Forvis Mazars Wealth Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2025, closing a stake of 5,825 shares — an estimated $644K sold.

Forvis Mazars Wealth Advisors first reported a position in SHV in Q3 2022 and held it in 13 quarters. The position peaked at $3.08M in Q3 2022. 709 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

  • Forvis Mazars Wealth Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 5,825 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $644K.
  • Forvis Mazars Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and held it in 13 quarters.
  • Forvis Mazars Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $3.08M in Q3 2022.
  • 709 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.