Kraft Davis & Associates’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Kraft Davis & Associates’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	-82,346	Closed	-$9.07M	–	157
2025 Q3	$9.07M	Sell	82,346 -1,743	-2%	-$192K	2.21%	17
2025 Q2	$9.28M	Sell	84,089 -2,063	-2%	-$227K	2.55%	13
2025 Q1	$9.51M	Buy	+86,152	New	+$9.5M	3.07%	9
2024 Q3	–	Sell	-4,804	Closed	-$531K	–	151
2024 Q2	$531K	Buy	4,804 +337	+8%	+$37.2K	0.16%	71
2024 Q1	$492K	Buy	4,467 +35	+0.8%	+$3.86K	0.15%	76
2023 Q4	$490K	Buy	4,432 +96	+2%	+$10.6K	0.15%	70
2023 Q3	$477K	Hold	4,336	–	–	0.18%	60
2023 Q2	$478K	Buy	+4,336	New	+$478K	0.17%	67
2022 Q4	$595K	Buy	+5,406	New	+$594K	0.24%	50

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

Kraft Davis & Associates's SHV Position: Q4 2025 in Review

Kraft Davis & Associates sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2025, closing a stake of 82,346 shares — an estimated $9.07M sold.

Kraft Davis & Associates first reported a position in SHV in Q4 2022 and held it in 9 quarters. The position peaked at $9.51M in Q1 2025. 709 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

Kraft Davis & Associates reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Kraft Davis & Associates sold 82,346 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $9.07M.
Kraft Davis & Associates first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 9 quarters.
Kraft Davis & Associates's iShares 0-1 Year Treasury Bond ETF position peaked at $9.51M in Q1 2025.
709 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on Kraft Davis & Associates's 13F filing for Q4 2025, filed 14 Jan 2026.