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Napatree Capital’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Napatree Capital’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 		$1.03M Buy
9,364
+1,683
+22% +$186K 0.58% 44
2024
Q4 		$846K Buy
7,681
+219
+3% +$24.1K 0.5% 56
2024
Q3 		$826K Buy
7,462
+899
+14% +$99.2K 0.58% 47
2024
Q2 		$725K Buy
6,563
+66
+1% +$7.28K 0.59% 53
2024
Q1 		$718K Sell
6,497
-25
-0.4% -$2.76K 0.69% 50
2023
Q4 		$718K Buy
+6,522
New +$719K 0.72% 54

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

Napatree Capital's SHV Position: Q1 2025 in Review

Napatree Capital increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 22% in Q1 2025, buying an estimated $186K and bringing the position to 9,364 shares worth $1.03M. The position accounts for 0.58% of the portfolio, ranked #44.

Napatree Capital first reported a position in SHV in Q4 2023 and has held it in 6 quarters since. 721 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

  • Napatree Capital held 9,364 shares of iShares 0-1 Year Treasury Bond ETF worth $1.03M as of Q1 2025.
  • Napatree Capital bought 1,683 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $186K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.58% of Napatree Capital's portfolio in Q1 2025, its #44 holding.
  • Napatree Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • 721 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.