Larson Financial Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Larson Financial Group’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	-2	Closed	-$245	–	3624
2025 Q2	$245	Hold	2	–	–	﹤0.01%	3027
2025 Q1	$221	Buy	+2	New	+$221	﹤0.01%	2774
2022 Q4	–	Sell	-74	Closed	-$8K	–	1528
2022 Q3	$8K	Buy	74 +11	+17%	+$1.21K	﹤0.01%	855
2022 Q2	$7K	Hold	63	–	–	﹤0.01%	805
2022 Q1	$7K	Hold	63	–	–	﹤0.01%	744
2021 Q4	$7K	Hold	63	–	–	﹤0.01%	761
2021 Q3	$7K	Hold	63	–	–	﹤0.01%	651
2021 Q2	$7K	Hold	63	–	–	﹤0.01%	611
2021 Q1	$7K	Buy	+63	New	+$6.96K	﹤0.01%	606
2019 Q4	–	Sell	-192	Closed	-$21K	–	654
2019 Q3	$21K	Buy	+192	New	+$21.2K	0.01%	215

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 $324B AUM 22.36% 1-Year Est. Return

Larson Financial Group's SHV Position: Q3 2025 in Review

Larson Financial Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2025, closing a stake of 2 shares — an estimated $245 sold.

Larson Financial Group first reported a position in SHV in Q3 2019 and held it in 10 quarters. The position peaked at $21K in Q3 2019. 684 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

Larson Financial Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Larson Financial Group sold 2 iShares 0-1 Year Treasury Bond ETF shares in Q3 2025, an estimated $245.
Larson Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2019 and held it in 10 quarters.
Larson Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $21K in Q3 2019.
684 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.