ORG Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

ORG Partners’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	$700K	Buy	6,360 +20	+0.3%	+$2.21K	0.12%	154
2025 Q3	$700K	Sell	6,340 -279	-4%	-$30.8K	0.13%	152
2025 Q2	$731K	Buy	6,619 +332	+5%	+$36.6K	0.16%	126
2025 Q1	$692K	Sell	6,287 -522	-8%	-$57.6K	0.17%	110
2024 Q4	$750K	Sell	6,809 -11,859	-64%	-$1.31M	0.1%	140
2024 Q3	$2.07M	Sell	18,668 -18,498	-50%	-$2.04M	0.33%	56
2024 Q2	$4.09M	Buy	+37,166	New	+$4.1M	0.51%	44
2024 Q1	–	Sell	-6,340	Closed	-$698K	–	997
2023 Q4	$698K	Buy	+6,340	New	+$699K	0.12%	148
2023 Q3	–	Sell	-228	Closed	-$25.1K	–	1572
2023 Q2	$25.1K	Buy	+228	New	+$25.1K	﹤0.01%	823

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

ORG Partners's SHV Position: Q4 2025 in Review

ORG Partners increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.32% in Q4 2025, buying an estimated $2.21K and bringing the position to 6,360 shares worth $700K. The position accounts for 0.12% of the portfolio, ranked #154.

ORG Partners first reported a position in SHV in Q2 2023 and has held it in 9 quarters since. The position peaked at $4.09M in Q2 2024. 709 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

ORG Partners held 6,360 shares of iShares 0-1 Year Treasury Bond ETF worth $700K as of Q4 2025.
ORG Partners bought 20 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $2.21K.
iShares 0-1 Year Treasury Bond ETF made up 0.12% of ORG Partners's portfolio in Q4 2025, its #154 holding.
ORG Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and has held it in 9 quarters since.
ORG Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $4.09M in Q2 2024.
709 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.