Good Life Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Good Life 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	$3.09M	Sell	27,967 -30	-0.1%	-$3.31K	0.19%	99
2025 Q1	$3.09M	Buy	27,997 +2,268	+9%	+$250K	0.22%	92
2024 Q4	$2.83M	Sell	25,729 -27,433	-52%	-$3.03M	0.21%	99
2024 Q3	$5.88M	Buy	53,162 +32,768	+161%	+$3.62M	0.36%	53
2024 Q2	$2.25M	Buy	20,394 +418	+2%	+$46.1K	0.19%	102
2024 Q1	$2.21M	Buy	19,976 +282	+1%	+$31.1K	0.2%	97
2023 Q4	$2.17M	Sell	19,694 -580	-3%	-$63.9K	0.21%	89
2023 Q3	$2.24M	Buy	20,274 +2,703	+15%	+$298K	0.26%	83
2023 Q2	$1.94M	Buy	+17,571	New	+$1.94M	0.22%	95

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Good Life Advisors's SHV Position: Q2 2025 in Review

Good Life Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.11% in Q2 2025, selling an estimated $3.31K and leaving 27,967 shares worth $3.09M. The position accounts for 0.19% of the portfolio, ranked #99.

Good Life Advisors first reported a position in SHV in Q2 2023 and has held it in 9 quarters since. The position peaked at $5.88M in Q3 2024. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

Good Life Advisors held 27,967 shares of iShares 0-1 Year Treasury Bond ETF worth $3.09M as of Q2 2025.
Good Life Advisors sold 30 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $3.31K.
iShares 0-1 Year Treasury Bond ETF made up 0.19% of Good Life Advisors's portfolio in Q2 2025, its #99 holding.
Good Life Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and has held it in 9 quarters since.
Good Life Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $5.88M in Q3 2024.
713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.