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

Hanover 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 Q4	–	Sell	-2,993	Closed	-$331K	–	113
2025 Q3	$331K	Hold	2,993	–	–	0.13%	77
2025 Q2	$330K	Sell	2,993 -2,269	-43%	-$250K	0.13%	68
2025 Q1	$581K	Hold	5,262	–	–	0.25%	42
2024 Q4	$579K	Sell	5,262 -910	-15%	-$100K	0.24%	43
2024 Q3	$683K	Hold	6,172	–	–	0.29%	38
2024 Q2	$682K	Sell	6,172 -1,637	-21%	-$181K	0.3%	30
2024 Q1	$863K	Buy	7,809 +1,177	+18%	+$130K	0.36%	29
2023 Q4	$730K	Buy	+6,632	New	+$731K	0.36%	29

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

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

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

Hanover Advisors's SHV Position: Q4 2025 in Review

Hanover Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2025, closing a stake of 2,993 shares — an estimated $331K sold.

Hanover Advisors first reported a position in SHV in Q4 2023 and held it in 8 quarters. The position peaked at $863K in Q1 2024. 709 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

Hanover Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Hanover Advisors sold 2,993 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $331K.
Hanover Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and held it in 8 quarters.
Hanover Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $863K in Q1 2024.
709 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on Hanover Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.