New Millennium Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

New Millennium Group’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	$5.19K	Buy	47 +40	+571%	+$4.41K	﹤0.01%	248
2025 Q3	$786	Sell	7 -1	-13%	-$110	﹤0.01%	360
2025 Q2	$839	Sell	8 -3	-27%	-$331	﹤0.01%	361
2025 Q1	$1.17K	Hold	11	–	–	﹤0.01%	385
2024 Q4	$1.16K	Buy	11 +1	+10%	+$110	﹤0.01%	441
2024 Q3	$1.16K	Hold	10	–	–	﹤0.01%	329
2024 Q2	$1.16K	Buy	+10	New	+$1.1K	﹤0.01%	328
2024 Q1	–	Sell	-287	Closed	-$31.7K	–	338
2023 Q4	$31.7K	Sell	287 -14	-5%	-$1.54K	0.03%	125
2023 Q3	$33.3K	Sell	301 -358	-54%	-$39.5K	0.03%	99
2023 Q2	$72.8K	Sell	659 -403	-38%	-$44.4K	0.07%	71
2023 Q1	$117K	Sell	1,062 -234	-18%	-$25.8K	0.12%	67
2022 Q4	$143K	Sell	1,296 -92	-7%	-$10.1K	0.15%	62
2022 Q3	$153K	Sell	1,388 -101	-7%	-$11.1K	0.17%	53
2022 Q2	$164K	Sell	1,489 -2,192	-60%	-$241K	0.17%	53
2022 Q1	$406K	Sell	3,681 -27	-0.7%	-$2.98K	0.29%	42
2021 Q4	$409K	Buy	+3,708	New	+$410K	0.31%	39

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

New Millennium Group's SHV Position: Q4 2025 in Review

New Millennium Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 571% in Q4 2025, buying an estimated $4.41K and bringing the position to 47 shares worth $5.19K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

New Millennium Group first reported a position in SHV in Q4 2021 and has held it in 16 quarters since. The position peaked at $409K in Q4 2021. 711 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

New Millennium Group held 47 shares of iShares 0-1 Year Treasury Bond ETF worth $5.19K as of Q4 2025.
New Millennium Group bought 40 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $4.41K.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of New Millennium Group's portfolio in Q4 2025, its #248 holding.
New Millennium Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 16 quarters since.
New Millennium Group's iShares 0-1 Year Treasury Bond ETF position peaked at $409K in Q4 2021.
711 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.