Hutchens & Kramer Investment Management Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Hutchens & Kramer Investment Management Group’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 Q2	–	Sell	-2,787	Closed	-$308K	–	174
2025 Q1	$308K	Buy	+2,787	New	+$307K	0.17%	100
2023 Q2	–	Sell	-1,899	Closed	-$210K	–	131
2023 Q1	$210K	Sell	1,899 -2,527	-57%	-$278K	0.18%	110
2022 Q4	$487K	Sell	4,426 -90	-2%	-$9.89K	0.36%	57
2022 Q3	$496K	Sell	4,516 -10,870	-71%	-$1.2M	0.41%	50
2022 Q2	$1.69M	Buy	15,386 +12,366	+409%	+$1.36M	1.25%	23
2022 Q1	$333K	Hold	3,020	–	–	0.18%	82
2021 Q4	$333K	Buy	+3,020	New	+$334K	0.21%	77

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

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's SHV Position: Q2 2025 in Review

Hutchens & Kramer Investment Management Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 2,787 shares — an estimated $308K sold.

Hutchens & Kramer Investment Management Group first reported a position in SHV in Q4 2021 and held it in 7 quarters. The position peaked at $1.69M in Q2 2022. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

Hutchens & Kramer Investment Management Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Hutchens & Kramer Investment Management Group sold 2,787 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $308K.
Hutchens & Kramer Investment Management Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and held it in 7 quarters.
Hutchens & Kramer Investment Management Group's iShares 0-1 Year Treasury Bond ETF position peaked at $1.69M in Q2 2022.
713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2025, filed 5 Aug 2025.