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Global Wealth Strategies & Associates’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Global Wealth Strategies & 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
Q4 		– Sell
-19
Closed -$2.1K – 585
2025
Q3 		$2.1K Buy
+19
New +$2.1K ﹤0.01% 388

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 Wealth Strategies & Associates's SHV Position: Q4 2025 in Review

Global Wealth Strategies & Associates sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2025, closing a stake of 19 shares — an estimated $2.1K sold.

Global Wealth Strategies & Associates first reported a position in SHV in Q3 2025 and held it in 1 quarter. The position peaked at $2.1K in Q3 2025. 709 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

  • Global Wealth Strategies & Associates reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 19 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $2.1K.
  • Global Wealth Strategies & Associates first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's iShares 0-1 Year Treasury Bond ETF position peaked at $2.1K in Q3 2025.
  • 709 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2025, filed 2 Jan 2026.