Forza Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Forza Wealth 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 Q3	–	Sell	-9,302	Closed	-$1.03M	–	195
2025 Q2	$1.03M	Buy	9,302 +500	+6%	+$55.1K	0.42%	58
2025 Q1	$972K	Hold	8,802	–	–	0.44%	56
2024 Q4	$969K	Hold	8,802	–	–	0.44%	59
2024 Q3	$974K	Buy	8,802 +500	+6%	+$55.2K	0.45%	60
2024 Q2	$917K	Hold	8,302	–	–	0.47%	57
2024 Q1	$918K	Hold	8,302	–	–	0.48%	60
2023 Q4	$914K	Sell	8,302 -1,400	-14%	-$154K	0.5%	58
2023 Q3	$1.07M	Hold	9,702	–	–	0.55%	55
2023 Q2	$1.07M	Hold	9,702	–	–	0.54%	58
2023 Q1	$1.07M	Hold	9,702	–	–	0.55%	60
2022 Q4	$1.07M	Buy	+9,702	New	+$1.07M	0.71%	44

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Forza Wealth Management's SHV Position: Q3 2025 in Review

Forza Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2025, closing a stake of 9,302 shares — an estimated $1.03M sold.

Forza Wealth Management first reported a position in SHV in Q4 2022 and held it in 11 quarters. The position peaked at $1.07M in Q1 2023. 684 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

Forza Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Forza Wealth Management sold 9,302 iShares 0-1 Year Treasury Bond ETF shares in Q3 2025, an estimated $1.03M.
Forza Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 11 quarters.
Forza Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $1.07M in Q1 2023.
684 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on Forza Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.