MFG
SHV icon

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

Menard 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
Q1 		– Sell
-223
Closed -$24.6K – 267
2024
Q4 		$24.6K Buy
+223
New +$24.6K 0.01% 205
2023
Q2 		– Sell
-3,502
Closed -$387K – 75
2023
Q1 		$387K Hold
3,502
– – 0.89% 32
2022
Q4 		$385K Sell
3,502
-2,103
-38% -$231K 0.92% 29
2022
Q3 		$617K Hold
5,605
– – 1.12% 20
2022
Q2 		$617K Sell
5,605
-5,997
-52% -$661K 1.01% 26
2022
Q1 		$1.28M Buy
+11,602
New +$1.28M 1.26% 13

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
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

Menard Financial Group's SHV Position: Q1 2025 in Review

Menard Financial Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2025, closing a stake of 223 shares — an estimated $24.6K sold.

Menard Financial Group first reported a position in SHV in Q1 2022 and held it in 6 quarters. The position peaked at $1.28M in Q1 2022. 721 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

  • Menard Financial Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Menard Financial Group sold 223 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $24.6K.
  • Menard Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and held it in 6 quarters.
  • Menard Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $1.28M in Q1 2022.
  • 721 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.