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

GGM 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
Q1 		$2.75M Buy
+24,895
New +$2.75M 1.53% 18
2024
Q2 		– Sell
-23,239
Closed -$2.56M – 142
2024
Q1 		$2.56M Buy
+23,239
New +$2.56M 1.19% 23

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GGM Wealth Advisors's SHV Position: Q1 2025 in Review

GGM Wealth Advisors opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2025: 24,895 shares worth $2.75M. The stake represents 1.53% of the portfolio and ranks #18 among its holdings. This is a return to the name: GGM Wealth Advisors previously reported a position in SHV as recently as Q1 2024.

GGM Wealth Advisors first reported a position in SHV in Q1 2024 and has held it in 2 quarters since. 721 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

  • GGM Wealth Advisors held 24,895 shares of iShares 0-1 Year Treasury Bond ETF worth $2.75M as of Q1 2025.
  • iShares 0-1 Year Treasury Bond ETF was a new GGM Wealth Advisors position in Q1 2025.
  • iShares 0-1 Year Treasury Bond ETF made up 1.53% of GGM Wealth Advisors's portfolio in Q1 2025, its #18 holding.
  • GGM Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and has held it in 2 quarters since.
  • 721 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.