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

Napa 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
Q1 		– Sell
-7,374
Closed -$812K – 201
2024
Q4 		$812K Buy
7,374
+302
+4% +$33.3K 0.35% 79
2024
Q3 		$782K Sell
7,072
-16,132
-70% -$1.78M 0.37% 82
2024
Q2 		$2.56M Buy
23,204
+9,381
+68% +$1.03M 1.73% 13
2024
Q1 		$1.53M Buy
13,823
+7,540
+120% +$832K 0.8% 11
2023
Q4 		$692K Buy
+6,283
New +$693K 0.38% 56

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 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 $2.3T AUM 54.33% 1-Year Est. Return

Napa Wealth Management's SHV Position: Q1 2025 in Review

Napa Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2025, closing a stake of 7,374 shares — an estimated $812K sold.

Napa Wealth Management first reported a position in SHV in Q4 2023 and held it in 5 quarters. The position peaked at $2.56M in Q2 2024. 723 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

  • Napa Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Napa Wealth Management sold 7,374 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $812K.
  • Napa Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and held it in 5 quarters.
  • Napa Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $2.56M in Q2 2024.
  • 723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Napa Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.