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OneAscent Financial Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

OneAscent Financial Services’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 		– Sell
-20,813
Closed -$2.3M – 531
2025
Q3 		$2.3M Buy
+20,813
New +$2.3M 0.15% 104
2022
Q4 		– Sell
-2,162
Closed -$238K – 232
2022
Q3 		$238K Sell
2,162
-229
-10% -$25.2K 0.09% 161
2022
Q2 		$263K Buy
+2,391
New +$263K 0.12% 165

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

OneAscent Financial Services's SHV Position: Q4 2025 in Review

OneAscent Financial Services sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2025, closing a stake of 20,813 shares — an estimated $2.3M sold.

OneAscent Financial Services first reported a position in SHV in Q2 2022 and held it in 3 quarters. The position peaked at $2.3M in Q3 2025. 711 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

  • OneAscent Financial Services reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • OneAscent Financial Services sold 20,813 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $2.3M.
  • OneAscent Financial Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and held it in 3 quarters.
  • OneAscent Financial Services's iShares 0-1 Year Treasury Bond ETF position peaked at $2.3M in Q3 2025.
  • 711 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on OneAscent Financial Services's 13F filing for Q4 2025, filed 11 Feb 2026.