Optivise Advisory Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Optivise Advisory 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 Q3	–	Sell	-20,759	Closed	-$2.29M	–	240
2025 Q2	$2.29M	Buy	20,759 +335	+2%	+$36.9K	1.17%	15
2025 Q1	$2.26M	Sell	20,424 -123	-0.6%	-$13.6K	1.27%	10
2024 Q4	$2.26M	Hold	20,547	–	–	1.22%	15
2024 Q3	$2.27M	Buy	20,547 +406	+2%	+$44.8K	1.2%	17
2024 Q2	$2.23M	Buy	+20,141	New	+$2.22M	1.2%	21

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Optivise Advisory Services's SHV Position: Q3 2025 in Review

Optivise Advisory Services sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2025, closing a stake of 20,759 shares — an estimated $2.29M sold.

Optivise Advisory Services first reported a position in SHV in Q2 2024 and held it in 5 quarters. The position peaked at $2.29M in Q2 2025. 685 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

Optivise Advisory Services reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Optivise Advisory Services sold 20,759 iShares 0-1 Year Treasury Bond ETF shares in Q3 2025, an estimated $2.29M.
Optivise Advisory Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2024 and held it in 5 quarters.
Optivise Advisory Services's iShares 0-1 Year Treasury Bond ETF position peaked at $2.29M in Q2 2025.
685 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.