Hemington Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Hemington Wealth Management’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 Q3	$364K	Buy	3,296 +5	+0.2%	+$551	0.05%	96
2025 Q2	$363K	Hold	3,291	–	–	0.05%	91
2025 Q1	$363K	Hold	3,291	–	–	0.06%	88
2024 Q4	$362K	Hold	3,291	–	–	0.09%	88
2024 Q3	$363K	Hold	3,291	–	–	0.1%	88
2024 Q2	$363K	Hold	3,291	–	–	0.12%	85
2024 Q1	$364K	Hold	3,291	–	–	0.13%	86
2023 Q4	$362K	Hold	3,291	–	–	0.14%	79
2023 Q3	$363K	Sell	3,291 -1,444	-30%	-$159K	0.17%	67
2023 Q2	$522K	Hold	4,735	–	–	0.21%	55
2023 Q1	$523K	Hold	4,735	–	–	0.21%	51
2022 Q4	$520K	Hold	4,735	–	–	0.22%	47
2022 Q3	$521K	Hold	4,735	–	–	0.23%	49
2022 Q2	$521K	Hold	4,735	–	–	0.21%	55
2022 Q1	$522K	Hold	4,735	–	–	0.18%	67
2021 Q4	$523K	Hold	4,735	–	–	0.24%	46
2021 Q3	$523K	Hold	4,735	–	–	0.19%	52
2021 Q2	$523K	Hold	4,735	–	–	0.22%	51
2021 Q1	$523K	Hold	4,735	–	–	0.22%	49
2020 Q4	$523K	Buy	+4,735	New	+$524K	0.24%	46

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Hemington Wealth Management's SHV Position: Q3 2025 in Review

Hemington Wealth Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.15% in Q3 2025, buying an estimated $551 and bringing the position to 3,296 shares worth $364K. The position accounts for 0.05% of the portfolio, ranked #96.

Hemington Wealth Management first reported a position in SHV in Q4 2020 and has held it in 20 quarters since. The position peaked at $523K in Q1 2023. 684 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

Hemington Wealth Management held 3,296 shares of iShares 0-1 Year Treasury Bond ETF worth $364K as of Q3 2025.
Hemington Wealth Management bought 5 iShares 0-1 Year Treasury Bond ETF shares in Q3 2025, an estimated $551.
iShares 0-1 Year Treasury Bond ETF made up 0.05% of Hemington Wealth Management's portfolio in Q3 2025, its #96 holding.
Hemington Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and has held it in 20 quarters since.
Hemington Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $523K in Q1 2023.
684 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.