OPS
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Orion Portfolio Solutions’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Orion Portfolio Solutions’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
Q1 		$4.01M Buy
36,265
+1,366
+4% +$151K 0.04% 414
2024
Q4 		$3.84M Buy
34,899
+14,228
+69% +$1.57M 0.04% 402
2024
Q3 		$2.29M Buy
20,671
+5,201
+34% +$574K 0.02% 626
2024
Q2 		$1.71M Sell
15,470
-7,588
-33% -$837K 0.02% 721
2024
Q1 		$2.55M Sell
23,058
-56,461
-71% -$6.23M 0.03% 542
2023
Q4 		$8.76M Buy
79,519
+64,574
+432% +$7.12M 0.1% 194
2023
Q3 		$1.65M Buy
14,945
+7,761
+108% +$856K 0.02% 696
2023
Q2 		$794K Buy
7,184
+2,926
+69% +$323K 0.01% 1039
2023
Q1 		$2.33M Sell
4,258
-5,370
-56% -$592K 0.03% 532
2022
Q4 		$1.06M Sell
9,628
-20,742
-68% -$2.28M 0.04% 294
2022
Q3 		$3.34M Buy
30,370
+17,342
+133% +$1.91M 0.13% 109
2022
Q2 		$1.43M Buy
13,028
+2,116
+19% +$233K 0.06% 198
2022
Q1 		$1.2M Buy
+10,912
New +$1.2M 0.04% 240
2020
Q4 		– Sell
-63,352
Closed -$7.01M – 507
2020
Q3 		$7.01M Buy
63,352
+2,138
+3% +$237K 0.36% 50
2020
Q2 		$6.78M Sell
61,214
-7,300
-11% -$809K 0.37% 48
2020
Q1 		$7.61M Sell
68,514
-15,568
-19% -$1.72M 0.52% 36
2019
Q4 		$9.29M Buy
+84,082
New +$9.3M 0.73% 32

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Orion Portfolio Solutions's SHV Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3.9% in Q1 2025, buying an estimated $151K and bringing the position to 36,265 shares worth $4.01M. The position accounts for 0.04% of the portfolio, ranked #414.

Orion Portfolio Solutions first reported a position in SHV in Q4 2019 and has held it in 17 quarters since. The position peaked at $9.29M in Q4 2019. 721 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

  • Orion Portfolio Solutions held 36,265 shares of iShares 0-1 Year Treasury Bond ETF worth $4.01M as of Q1 2025.
  • Orion Portfolio Solutions bought 1,366 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $151K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #414 holding.
  • Orion Portfolio Solutions first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 17 quarters since.
  • Orion Portfolio Solutions's iShares 0-1 Year Treasury Bond ETF position peaked at $9.29M in Q4 2019.
  • 721 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.