MFS
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Mattson Financial Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Mattson Financial Services’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
Q1 		– Sell
-21
Closed -$2.32K – 408
2024
Q4 		$2.32K Buy
+21
New +$2.32K ﹤0.01% 309

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mattson Financial Services's SHV Position: Q1 2025 in Review

Mattson Financial Services sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2025, closing a stake of 21 shares — an estimated $2.32K sold.

Mattson Financial Services first reported a position in SHV in Q4 2024 and held it in 1 quarter. The position peaked at $2.32K in Q4 2024. 721 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

  • Mattson Financial Services reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Mattson Financial Services sold 21 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $2.32K.
  • Mattson Financial Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and held it in 1 quarter.
  • Mattson Financial Services's iShares 0-1 Year Treasury Bond ETF position peaked at $2.32K in Q4 2024.
  • 721 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Mattson Financial Services's 13F filing for Q1 2025, filed 22 May 2025.