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Garrison Bradford & Associates’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Garrison Bradford & Associates’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
-500
Closed -$55.2K – 53
2025
Q2 		$55.2K Hold
500
– – 0.06% 45
2025
Q1 		$55.2K Buy
+500
New +$55.1K 0.06% 43

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Garrison Bradford & Associates's SHV Position: Q3 2025 in Review

Garrison Bradford & Associates sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2025, closing a stake of 500 shares — an estimated $55.2K sold.

Garrison Bradford & Associates first reported a position in SHV in Q1 2025 and held it in 2 quarters. The position peaked at $55.2K in Q1 2025. 684 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

  • Garrison Bradford & Associates reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Garrison Bradford & Associates sold 500 iShares 0-1 Year Treasury Bond ETF shares in Q3 2025, an estimated $55.2K.
  • Garrison Bradford & Associates first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2025 and held it in 2 quarters.
  • Garrison Bradford & Associates's iShares 0-1 Year Treasury Bond ETF position peaked at $55.2K in Q1 2025.
  • 684 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on Garrison Bradford & Associates's 13F filing for Q3 2025, filed 4 Nov 2025.