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

HRT Financial’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 		– Sell
-93,238
Closed -$10.3M – 3584
2025
Q2 		$10.3M Buy
+93,238
New +$10.3M 0.05% 299
2024
Q3 		– Sell
-13,339
Closed -$1.47M – 3060
2024
Q2 		$1.47M Buy
+13,339
New +$1.47M 0.01% 851
2024
Q1 		– Sell
-3,752
Closed -$413K – 3012
2023
Q4 		$413K Sell
3,752
-23,094
-86% -$2.55M ﹤0.01% 1461
2023
Q3 		$2.96M Buy
26,846
+19,548
+268% +$2.16M 0.03% 464
2023
Q2 		$806K Buy
+7,298
New +$805K 0.01% 1081
2023
Q1 		– Sell
-84,448
Closed -$9.28M – 3129
2022
Q4 		$9.28M Sell
84,448
-115,309
-58% -$12.7M 0.13% 144
2022
Q3 		$22M Sell
199,757
-24,804
-11% -$2.73M 0.24% 65
2022
Q2 		$24.7M Buy
224,561
+2,638
+1% +$291K 0.27% 51
2022
Q1 		$24.5M Sell
221,923
-15,022
-6% -$1.66M 0.17% 61
2021
Q4 		$26.2M Sell
236,945
-12,831
-5% -$1.42M 0.15% 69
2021
Q3 		$27.6M Buy
249,776
+13,332
+6% +$1.47M 0.17% 60
2021
Q2 		$26.1M Sell
236,444
-800
-0.3% -$88.4K 0.24% 64
2021
Q1 		$26.2M Sell
237,244
-3,447
-1% -$381K 0.27% 45
2020
Q4 		$26.6M Buy
240,691
+10,003
+4% +$1.11M 0.54% 26
2020
Q3 		$25.5M Sell
230,688
-6,056
-3% -$671K 0.74% 21
2020
Q2 		$26.2M Buy
236,744
+193,133
+443% +$21.4M 0.79% 20
2020
Q1 		$4.84M Buy
+43,611
New +$4.83M 0.31% 64
2019
Q4 		– Sell
-17,077
Closed -$1.89M – 1589
2019
Q3 		$1.89M Buy
17,077
+10,678
+167% +$1.18M 0.09% 183
2019
Q2 		$708K Buy
6,399
+3,243
+103% +$358K 0.04% 339
2019
Q1 		$348K Buy
+3,156
New +$349K 0.05% 264

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HRT Financial's SHV Position: Q3 2025 in Review

HRT Financial sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2025, closing a stake of 93,238 shares — an estimated $10.3M sold.

HRT Financial first reported a position in SHV in Q1 2019 and held it in 20 quarters. The position peaked at $27.6M in Q3 2021. 685 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

  • HRT Financial reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • HRT Financial sold 93,238 iShares 0-1 Year Treasury Bond ETF shares in Q3 2025, an estimated $10.3M.
  • HRT Financial first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and held it in 20 quarters.
  • HRT Financial's iShares 0-1 Year Treasury Bond ETF position peaked at $27.6M in Q3 2021.
  • 685 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on HRT Financial's 13F filing for Q3 2025, filed 14 Nov 2025.