Mount Yale Investment Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Mount Yale Investment Advisors’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	-498	Closed	-$55K	–	1439
2025 Q2	$55K	Buy	+498	New	+$54.9K	﹤0.01%	793
2025 Q1	–	Sell	-4,274	Closed	-$471K	–	584
2024 Q4	$471K	Buy	4,274 +2,368	+124%	+$261K	0.04%	348
2024 Q3	$211K	Sell	1,906 -2,370	-55%	-$262K	0.02%	509
2024 Q2	$472K	Hold	4,276	–	–	0.04%	354
2024 Q1	$473K	Sell	4,276 -11,707	-73%	-$1.29M	0.04%	364
2023 Q4	$1.76M	Sell	15,983 -1,471	-8%	-$162K	0.17%	136
2023 Q3	$1.93M	Sell	17,454 -1,414	-7%	-$156K	0.21%	109
2023 Q2	$2.08M	Buy	18,868 +3,173	+20%	+$350K	0.22%	103
2023 Q1	$1.73M	Buy	+15,695	New	+$1.73M	0.19%	114

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

Mount Yale Investment Advisors's SHV Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2025, closing a stake of 498 shares — an estimated $55K sold.

Mount Yale Investment Advisors first reported a position in SHV in Q1 2023 and held it in 9 quarters. The position peaked at $2.08M in Q2 2023. 684 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

Mount Yale Investment Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 498 iShares 0-1 Year Treasury Bond ETF shares in Q3 2025, an estimated $55K.
Mount Yale Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and held it in 9 quarters.
Mount Yale Investment Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $2.08M in Q2 2023.
684 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.