GRP
SHV icon

Global Retirement Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Global Retirement Partners’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
Q4 		$53.4M Buy
484,488
+85,600
+21% +$9.44M 0.95% 12
2025
Q3 		$44.1M Buy
398,888
+83,769
+27% +$9.24M 0.99% 13
2025
Q2 		$34.8M Buy
+315,119
New +$34.7M 0.86% 15
2024
Q4 		$34.2M Sell
310,465
-12,212
-4% -$1.35M 0.98% 13
2024
Q3 		$35.7M Buy
322,677
+16,078
+5% +$1.77M 1.08% 11
2024
Q2 		$33.9M Buy
306,599
+18,562
+6% +$2.05M 1.06% 13
2024
Q1 		$31.8M Sell
288,037
-2,366
-0.8% -$261K 1.19% 12
2023
Q4 		$32M Sell
290,403
-39,775
-12% -$4.38M 1.34% 9
2023
Q3 		$36.3M Sell
330,178
-9,249
-3% -$1.02M 1.83% 6
2023
Q2 		$37.5M Buy
339,427
+8,391
+3% +$925K 1.83% 5
2023
Q1 		$36.4M Buy
331,036
+325,199
+5,571% +$35.8M 1.94% 5
2022
Q4 		$642K Buy
5,837
+3,428
+142% +$377K 0.04% 336
2022
Q3 		$265K Buy
2,409
+1,435
+147% +$158K 0.02% 493
2022
Q2 		$107K Buy
974
+548
+129% +$60.4K 0.01% 718
2022
Q1 		$47K Buy
+426
New +$47K ﹤0.01% 1010
2020
Q2 		– Sell
-203
Closed -$23K – 1713
2020
Q1 		$23K Sell
203
-2,389
-92% -$264K ﹤0.01% 762
2019
Q4 		$286K Sell
2,592
-923
-26% -$102K 0.04% 315
2019
Q3 		$389K Buy
3,515
+626
+22% +$69.2K 0.06% 252
2019
Q2 		$320K Buy
2,889
+2,834
+5,153% +$313K 0.06% 256
2019
Q1 		$6K Sell
55
-21,344
-100% -$2.36M ﹤0.01% 1208
2018
Q4 		$2.36M Buy
+21,399
New +$2.36M 0.6% 37
2018
Q1 		– Sell
-47
Closed -$5K – 1529
2017
Q4 		$5K Buy
47
+18
+62% +$1.99K ﹤0.01% 1120
2017
Q3 		$3K Hold
29
– – ﹤0.01% 1098
2017
Q2 		$3K Sell
29
-12
-29% -$1.32K ﹤0.01% 1034
2017
Q1 		$5K Hold
41
– – ﹤0.01% 919
2016
Q4 		$5K Buy
+41
New +$4.53K ﹤0.01% 857

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

Global Retirement Partners's SHV Position: Q4 2025 in Review

Global Retirement Partners increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 21% in Q4 2025, buying an estimated $9.44M and bringing the position to 484,488 shares worth $53.4M. The position accounts for 0.95% of the portfolio, ranked #12.

Global Retirement Partners first reported a position in SHV in Q4 2016 and has held it in 26 quarters since. 709 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

  • Global Retirement Partners held 484,488 shares of iShares 0-1 Year Treasury Bond ETF worth $53.4M as of Q4 2025.
  • Global Retirement Partners bought 85,600 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $9.44M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.95% of Global Retirement Partners's portfolio in Q4 2025, its #12 holding.
  • Global Retirement Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2016 and has held it in 26 quarters since.
  • 709 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.