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GM Advisory Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

GM Advisory Group’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
-146,445
Closed -$16.2M – 367
2025
Q3 		$16.2M Sell
146,445
-56,166
-28% -$6.19M 0.69% 31
2025
Q2 		$22.4M Sell
202,611
-272,276
-57% -$30M 1.11% 24
2025
Q1 		$52.5M Sell
474,887
-16,388
-3% -$1.81M 2.83% 8
2024
Q4 		$54.1M Buy
491,275
+54,799
+13% +$6.04M 2.99% 8
2024
Q3 		$48.3M Buy
436,476
+18,309
+4% +$2.02M 2.89% 9
2024
Q2 		$46.2M Sell
418,167
-202,282
-33% -$22.3M 2.98% 8
2024
Q1 		$68.6M Sell
620,449
-107,354
-15% -$11.8M 4.81% 5
2023
Q4 		$80.2M Sell
727,803
-80,197
-10% -$8.84M 6.05% 4
2023
Q3 		$89.3M Sell
808,000
-119,694
-13% -$13.2M 7.29% 3
2023
Q2 		$102M Buy
927,694
+855
+0.1% +$94.3K 8.48% 2
2023
Q1 		$102M Buy
926,839
+121,218
+15% +$13.4M 9.33% 2
2022
Q4 		$88.6M Sell
805,621
-30,108
-4% -$3.31M 9.45% 2
2022
Q3 		$91.9M Buy
835,729
+831,194
+18,328% +$91.4M 11.57% 1
2022
Q2 		$499K Sell
4,535
-2,139
-32% -$236K 0.08% 110
2022
Q1 		$736K Buy
+6,674
New +$736K 0.09% 106

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

GM Advisory Group's SHV Position: Q4 2025 in Review

GM Advisory Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2025, closing a stake of 146,445 shares — an estimated $16.2M sold.

GM Advisory Group first reported a position in SHV in Q1 2022 and held it in 15 quarters. The position peaked at $102M in Q2 2023. 709 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

  • GM Advisory Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • GM Advisory Group sold 146,445 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $16.2M.
  • GM Advisory Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and held it in 15 quarters.
  • GM Advisory Group's iShares 0-1 Year Treasury Bond ETF position peaked at $102M in Q2 2023.
  • 709 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on GM Advisory Group's 13F filing for Q4 2025, filed 13 Feb 2026.