Golden State Equity Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Golden State Equity 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	–	Sell	-2,069	Closed	-$229K	–	523
2025 Q3	$229K	Hold	2,069	–	–	0.04%	402
2025 Q2	$228K	Sell	2,069 -3,026	-59%	-$334K	0.04%	393
2025 Q1	$563K	Sell	5,095 -378	-7%	-$41.7K	0.11%	226
2024 Q4	$603K	Buy	5,473 +5,358	+4,659%	+$591K	0.12%	200
2024 Q3	$12.7K	Sell	115 -6,490	-98%	-$716K	0.01%	556
2024 Q2	$730K	Buy	+6,605	New	+$728K	0.15%	149
2023 Q4	$602K	Sell	5,470 -4,281	-44%	-$472K	0.15%	158
2023 Q3	$1.08M	Sell	9,751 -666	-6%	-$73.4K	0.3%	88
2023 Q2	$1.15M	Buy	+10,417	New	+$1.15M	0.32%	75

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

Golden State Equity Partners's SHV Position: Q4 2025 in Review

Golden State Equity Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2025, closing a stake of 2,069 shares — an estimated $229K sold.

Golden State Equity Partners first reported a position in SHV in Q2 2023 and held it in 9 quarters. The position peaked at $1.15M in Q2 2023. 709 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

Golden State Equity Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Golden State Equity Partners sold 2,069 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $229K.
Golden State Equity Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and held it in 9 quarters.
Golden State Equity Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $1.15M in Q2 2023.
709 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on Golden State Equity Partners's 13F filing for Q4 2025, filed 29 Jan 2026.