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Future You Wealth’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Future You Wealth’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 		$14.8M Buy
134,271
+5,066
+4% +$559K 8.05% 4
2025
Q1 		$14.3M Buy
129,205
+8,368
+7% +$923K 9.14% 3
2024
Q4 		$13.3M Buy
+120,837
New +$13.3M 9.42% 2

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

Future You Wealth's SHV Position: Q2 2025 in Review

Future You Wealth increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3.9% in Q2 2025, buying an estimated $559K and bringing the position to 134,271 shares worth $14.8M. The position accounts for 8.05% of the portfolio, ranked #4.

Future You Wealth first reported a position in SHV in Q4 2024 and has held it in 3 quarters since. 714 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

  • Future You Wealth held 134,271 shares of iShares 0-1 Year Treasury Bond ETF worth $14.8M as of Q2 2025.
  • Future You Wealth bought 5,066 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $559K.
  • iShares 0-1 Year Treasury Bond ETF made up 8.05% of Future You Wealth's portfolio in Q2 2025, its #4 holding.
  • Future You Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 714 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Future You Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.