Heritage Wealth Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Heritage Wealth 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 Q1	$1.03M	Sell	9,342 -135	-1%	-$14.9K	1.57%	16
2024 Q4	$1.04M	Sell	9,477 -268	-3%	-$29.6K	1.31%	20
2024 Q3	$1.08M	Sell	9,745 -747	-7%	-$82.4K	1.27%	20
2024 Q2	$1.16M	Sell	10,492 -2,413	-19%	-$266K	1.68%	16
2024 Q1	$1.42M	Hold	12,905	–	–	2.9%	11
2023 Q4	$1.42M	Sell	12,905 -2,671	-17%	-$294K	2.9%	11
2023 Q3	$1.72M	Sell	15,576 -6,031	-28%	-$665K	3.67%	9
2023 Q2	$2.39M	Buy	21,607 +12,772	+145%	+$1.41M	1.41%	24
2023 Q1	$976K	Sell	8,835 -6,087	-41%	-$671K	0.77%	22
2022 Q4	$1.64M	Buy	+14,922	New	+$1.64M	1.51%	18

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

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

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

BBVA

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Heritage Wealth Partners's SHV Position: Q1 2025 in Review

Heritage Wealth Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.4% in Q1 2025, selling an estimated $14.9K and leaving 9,342 shares worth $1.03M. The position accounts for 1.57% of the portfolio, ranked #16.

Heritage Wealth Partners first reported a position in SHV in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.39M in Q2 2023. 722 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

Heritage Wealth Partners held 9,342 shares of iShares 0-1 Year Treasury Bond ETF worth $1.03M as of Q1 2025.
Heritage Wealth Partners sold 135 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $14.9K.
iShares 0-1 Year Treasury Bond ETF made up 1.57% of Heritage Wealth Partners's portfolio in Q1 2025, its #16 holding.
Heritage Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 10 quarters since.
Heritage Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $2.39M in Q2 2023.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.