JWCA
SHV icon

J.W. Coons Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

J.W. Coons Advisors’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 		$1.69M Sell
15,285
-685
-4% -$75.5K 0.38% 66
2025
Q1 		$1.76M Buy
15,970
+215
+1% +$23.7K 0.47% 59
2024
Q4 		$1.73M Buy
15,755
+2,080
+15% +$229K 0.45% 58
2024
Q3 		$1.51M Buy
13,675
+3,465
+34% +$382K 0.38% 63
2024
Q2 		$1.13M Buy
10,210
+1,915
+23% +$211K 0.27% 81
2024
Q1 		$917K Sell
8,295
-355
-4% -$39.2K 0.21% 96
2023
Q4 		$953K Buy
8,650
+510
+6% +$56.2K 0.26% 93
2023
Q3 		$899K Sell
8,140
-80
-1% -$8.82K 0.26% 88
2023
Q2 		$908K Sell
8,220
-760
-8% -$83.8K 0.25% 90
2023
Q1 		$992K Sell
8,980
-250
-3% -$27.5K 0.29% 82
2022
Q4 		$1.01M Buy
9,230
+110
+1% +$12.1K 0.3% 80
2022
Q3 		$1M Buy
9,120
+715
+9% +$78.7K 0.38% 75
2022
Q2 		$926K Hold
8,405
– – 0.33% 80
2022
Q1 		$927K Buy
8,405
+1,870
+29% +$206K 0.28% 91
2021
Q4 		$721K Buy
6,535
+390
+6% +$43.1K 0.22% 113
2021
Q3 		$678K Sell
6,145
-465
-7% -$51.4K 0.23% 110
2021
Q2 		$729K Sell
6,610
-950
-13% -$105K 0.26% 99
2021
Q1 		$835K Sell
7,560
-430
-5% -$47.5K 0.3% 92
2020
Q4 		$883K Sell
7,990
-130
-2% -$14.4K 0.34% 84
2020
Q3 		$898K Buy
8,120
+100
+1% +$11.1K 0.37% 78
2020
Q2 		$888K Buy
8,020
+175
+2% +$19.4K 0.39% 70
2020
Q1 		$871K Buy
+7,845
New +$868K 0.46% 62

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

J.W. Coons Advisors's SHV Position: Q2 2025 in Review

J.W. Coons Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 4.3% in Q2 2025, selling an estimated $75.5K and leaving 15,285 shares worth $1.69M. The position accounts for 0.38% of the portfolio, ranked #66.

J.W. Coons Advisors first reported a position in SHV in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.76M in Q1 2025. 714 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

  • J.W. Coons Advisors held 15,285 shares of iShares 0-1 Year Treasury Bond ETF worth $1.69M as of Q2 2025.
  • J.W. Coons Advisors sold 685 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $75.5K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.38% of J.W. Coons Advisors's portfolio in Q2 2025, its #66 holding.
  • J.W. Coons Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and has held it in 22 quarters since.
  • J.W. Coons Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $1.76M in Q1 2025.
  • 714 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.