KW
SHV icon

KWB Wealth’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

KWB Wealth’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
-7,772
Closed -$859K – 158
2025
Q2 		$859K Buy
7,772
+15
+0.2% +$1.65K 0.1% 79
2025
Q1 		$854K Sell
7,757
-774
-9% -$85.4K 0.1% 81
2024
Q4 		$944K Buy
8,531
+110
+1% +$12.1K 0.12% 65
2024
Q3 		$931K Buy
8,421
+107
+1% +$11.8K 0.12% 64
2024
Q2 		$919K Hold
8,314
– – 0.13% 64
2024
Q1 		$919K Buy
8,314
+69
+0.8% +$7.61K 0.12% 64
2023
Q4 		$908K Buy
8,245
+242
+3% +$26.7K 0.13% 62
2023
Q3 		$884K Hold
8,003
– – 0.14% 55
2023
Q2 		$884K Buy
+8,003
New +$882K 0.14% 55

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KWB Wealth's SHV Position: Q3 2025 in Review

KWB Wealth sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2025, closing a stake of 7,772 shares — an estimated $859K sold.

KWB Wealth first reported a position in SHV in Q2 2023 and held it in 9 quarters. The position peaked at $944K in Q4 2024. 684 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

  • KWB Wealth reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • KWB Wealth sold 7,772 iShares 0-1 Year Treasury Bond ETF shares in Q3 2025, an estimated $859K.
  • KWB Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and held it in 9 quarters.
  • KWB Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $944K in Q4 2024.
  • 684 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on KWB Wealth's 13F filing for Q3 2025, filed 8 Oct 2025.