Karpus Investment Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Karpus Investment 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 Q3	–	Sell	-6,000	Closed	-$663K	–	225
2025 Q2	$663K	Sell	6,000 -250	-4%	-$27.6K	0.02%	183
2025 Q1	$690K	Sell	6,250 -8,250	-57%	-$910K	0.02%	175
2024 Q4	$1.6M	Sell	14,500 -11,450	-44%	-$1.26M	0.05%	165
2024 Q3	$2.87M	Buy	25,950 +2,950	+13%	+$326K	0.08%	154
2024 Q2	$2.54M	Hold	23,000	–	–	0.07%	151
2024 Q1	$2.54M	Buy	23,000 +9,490	+70%	+$1.05M	0.07%	155
2023 Q4	$1.49M	Buy	13,510 +10	+0.1%	+$1.1K	0.05%	182
2023 Q3	$1.49M	Buy	+13,500	New	+$1.49M	0.05%	191

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Karpus Investment Management's SHV Position: Q3 2025 in Review

Karpus Investment Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2025, closing a stake of 6,000 shares — an estimated $663K sold.

Karpus Investment Management first reported a position in SHV in Q3 2023 and held it in 8 quarters. The position peaked at $2.87M in Q3 2024. 686 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

Karpus Investment Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Karpus Investment Management sold 6,000 iShares 0-1 Year Treasury Bond ETF shares in Q3 2025, an estimated $663K.
Karpus Investment Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and held it in 8 quarters.
Karpus Investment Management's iShares 0-1 Year Treasury Bond ETF position peaked at $2.87M in Q3 2024.
686 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on Karpus Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.