JWM
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JPL Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

JPL Wealth Management’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
-235
Closed -$26K – 951
2025
Q3 		$26K Buy
+235
New +$25.9K 0.01% 357

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

JPL Wealth Management's SHV Position: Q4 2025 in Review

JPL Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2025, closing a stake of 235 shares — an estimated $26K sold.

JPL Wealth Management first reported a position in SHV in Q3 2025 and held it in 1 quarter. The position peaked at $26K in Q3 2025. 712 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

  • JPL Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • JPL Wealth Management sold 235 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $26K.
  • JPL Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2025 and held it in 1 quarter.
  • JPL Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $26K in Q3 2025.
  • 712 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on JPL Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.