Glass Jacobson Investment Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Glass Jacobson Investment 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 Q2	–	Sell	-456	Closed	-$50.2K	–	796
2025 Q1	$50.2K	Hold	456	–	–	0.02%	370
2024 Q4	$50.2K	Buy	456 +2	+0.4%	+$221	0.02%	370
2024 Q3	$50.2K	Buy	454 +162	+55%	+$17.9K	0.02%	355
2024 Q2	$32.3K	Hold	292	–	–	0.01%	410
2024 Q1	$32.3K	Hold	292	–	–	0.01%	420
2023 Q4	$32.2K	Hold	292	–	–	0.01%	385
2023 Q3	$32.3K	Hold	292	–	–	0.01%	368
2023 Q2	$32.3K	Buy	+292	New	+$32.2K	0.01%	380
2022 Q4	$43.1K	Buy	+392	New	+$43.1K	0.02%	356

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

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Glass Jacobson Investment Advisors's SHV Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 456 shares — an estimated $50.2K sold.

Glass Jacobson Investment Advisors first reported a position in SHV in Q4 2022 and held it in 9 quarters. The position peaked at $50.2K in Q1 2025. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 456 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $50.2K.
Glass Jacobson Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $50.2K in Q1 2025.
713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.