Natixis Advisors
SHV icon

Natixis Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Natixis 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
-14,681
Closed -$1.62M – 1687
2025
Q2 		$1.62M Sell
14,681
-475
-3% -$52.4K ﹤0.01% 1155
2025
Q1 		$1.67M Sell
15,156
-39,923
-72% -$4.4M ﹤0.01% 1136
2024
Q4 		$6.07M Sell
55,079
-14,322
-21% -$1.58M 0.01% 773
2024
Q3 		$7.68M Buy
69,401
+13,212
+24% +$1.46M 0.02% 723
2024
Q2 		$6.21M Buy
56,189
+40,783
+265% +$4.5M 0.01% 739
2024
Q1 		$1.7M Sell
15,406
-64,426
-81% -$7.11M ﹤0.01% 1081
2023
Q4 		$8.79M Sell
79,832
-14,205
-15% -$1.57M 0.02% 592
2023
Q3 		$10.4M Buy
94,037
+74,283
+376% +$8.19M 0.03% 500
2023
Q2 		$2.18M Buy
+19,754
New +$2.18M 0.01% 938
2015
Q1 		– Sell
-15,959
Closed -$1.76M – 1043
2014
Q4 		$1.76M Buy
15,959
+972
+6% +$107K 0.03% 642
2014
Q3 		$1.65M Sell
14,987
-631
-4% -$69.6K 0.03% 642
2014
Q2 		$1.72M Buy
15,618
+10,948
+234% +$1.21M 0.02% 679
2014
Q1 		$515K Sell
4,670
-532
-10% -$58.7K 0.01% 940
2013
Q4 		$574K Buy
+5,202
New +$573K 0.01% 867

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Natixis Advisors's SHV Position: Q3 2025 in Review

Natixis Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2025, closing a stake of 14,681 shares — an estimated $1.62M sold.

Natixis Advisors first reported a position in SHV in Q4 2013 and held it in 14 quarters. The position peaked at $10.4M in Q3 2023. 685 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

  • Natixis Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Natixis Advisors sold 14,681 iShares 0-1 Year Treasury Bond ETF shares in Q3 2025, an estimated $1.62M.
  • Natixis Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2013 and held it in 14 quarters.
  • Natixis Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $10.4M in Q3 2023.
  • 685 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on Natixis Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.