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

MGB Wealth Management’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	$222K	Sell	2,011 -3,301	-62%	-$364K	0.06%	211
2025 Q3	$587K	Hold	5,312	–	–	0.17%	115
2025 Q2	$587K	Hold	5,312	–	–	0.19%	109
2025 Q1	$587K	Sell	5,312 -58	-1%	-$6.4K	0.21%	108
2024 Q4	$591K	Buy	5,370 +3,137	+140%	+$346K	0.18%	97
2024 Q3	$247K	Hold	2,233	–	–	0.09%	164
2024 Q2	$246K	Hold	2,233	–	–	0.09%	172
2024 Q1	$247K	Sell	2,233 -160	-7%	-$17.7K	0.1%	168
2023 Q4	$264K	Buy	+2,393	New	+$264K	0.13%	155

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

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

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

MGB Wealth Management's SHV Position: Q4 2025 in Review

MGB Wealth Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 62% in Q4 2025, selling an estimated $364K and leaving 2,011 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #211.

MGB Wealth Management first reported a position in SHV in Q4 2023 and has held it in 9 quarters since. The position peaked at $591K in Q4 2024. 709 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

MGB Wealth Management held 2,011 shares of iShares 0-1 Year Treasury Bond ETF worth $222K as of Q4 2025.
MGB Wealth Management sold 3,301 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $364K.
iShares 0-1 Year Treasury Bond ETF made up 0.06% of MGB Wealth Management's portfolio in Q4 2025, its #211 holding.
MGB Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $591K in Q4 2024.
709 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.