Howard Financial Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Howard Financial Services’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	-1,876	Closed	-$207K	–	212
2025 Q3	$207K	Buy	1,876 +20	+1%	+$2.21K	0.03%	183
2025 Q2	$205K	Sell	1,856 -579	-24%	-$63.8K	0.03%	172
2025 Q1	$269K	Buy	2,435 +464	+24%	+$51.2K	0.04%	147
2024 Q4	$217K	Buy	+1,971	New	+$217K	0.03%	175
2024 Q3	–	Sell	-2,420	Closed	-$267K	–	173
2024 Q2	$267K	Sell	2,420 -1,723	-42%	-$190K	0.04%	127
2024 Q1	$458K	Hold	4,143	–	–	0.08%	92
2023 Q4	$456K	Sell	4,143 -1,357	-25%	-$150K	0.09%	90
2023 Q3	$608K	Sell	5,500 -1,422	-21%	-$157K	0.14%	67
2023 Q2	$765K	Sell	6,922 -59	-0.8%	-$6.5K	0.18%	57
2023 Q1	$771K	Sell	6,981 -505	-7%	-$55.6K	0.19%	53
2022 Q4	$823K	Sell	7,486 -3,059	-29%	-$336K	0.22%	51
2022 Q3	$1.16M	Buy	+10,545	New	+$1.16M	0.38%	37
2021 Q1	–	Sell	-1,887	Closed	-$209K	–	130
2020 Q4	$209K	Hold	1,887	–	–	0.11%	102
2020 Q3	$209K	Buy	+1,887	New	+$209K	0.14%	84

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

Howard Financial Services's SHV Position: Q4 2025 in Review

Howard Financial Services sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2025, closing a stake of 1,876 shares — an estimated $207K sold.

Howard Financial Services first reported a position in SHV in Q3 2020 and held it in 14 quarters. The position peaked at $1.16M in Q3 2022. 709 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

Howard Financial Services reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Howard Financial Services sold 1,876 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $207K.
Howard Financial Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2020 and held it in 14 quarters.
Howard Financial Services's iShares 0-1 Year Treasury Bond ETF position peaked at $1.16M in Q3 2022.
709 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on Howard Financial Services's 13F filing for Q4 2025, filed 12 Jan 2026.