PFG
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Pacific Financial Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Pacific Financial 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
Q1 		– Sell
-2,245
Closed -$247K – 58
2024
Q4 		$247K Buy
2,245
+58
+3% +$6.4K 0.18% 53
2024
Q3 		$242K Sell
2,187
-137
-6% -$15.1K 0.18% 54
2024
Q2 		$257K Sell
2,324
-298
-11% -$32.9K 0.18% 54
2024
Q1 		$290K Sell
2,622
-4,434
-63% -$489K 0.2% 51
2023
Q4 		$777K Sell
7,056
-6,877
-49% -$758K 0.58% 39
2023
Q3 		$1.54M Sell
13,933
-33,761
-71% -$3.72M 1% 24
2023
Q2 		$5.27M Sell
47,694
-112,300
-70% -$12.4M 3.45% 11
2023
Q1 		$17.7M Sell
159,994
-24,681
-13% -$2.72M 13.32% 1
2022
Q4 		$20.3M Buy
184,675
+181,905
+6,567% +$20M 15.23% 1
2022
Q3 		$305K Sell
2,770
-364
-12% -$40K 0.27% 45
2022
Q2 		$345K Sell
3,134
-443
-12% -$48.8K 0.26% 48
2022
Q1 		$394K Buy
3,577
+5
+0.1% +$552 0.26% 50
2021
Q4 		$394K Sell
3,572
-156
-4% -$17.2K 0.26% 49
2021
Q3 		$412K Buy
3,728
+96
+3% +$10.6K 0.29% 53
2021
Q2 		$401K Buy
3,632
+45
+1% +$4.97K 0.28% 55
2021
Q1 		$396K Buy
3,587
+328
+10% +$36.3K 0.32% 47
2020
Q4 		$360K Sell
3,259
-224
-6% -$24.8K 0.32% 46
2020
Q3 		$386K Buy
3,483
+8
+0.2% +$886 0.3% 50
2020
Q2 		$386K Hold
3,475
– – 0.4% 41
2020
Q1 		$386K Sell
3,475
-425,801
-99% -$47.1M 0.4% 41
2019
Q4 		$47.4M Sell
429,276
-7,144
-2% -$790K 4.67% 6
2019
Q3 		$48.3M Buy
436,420
+433,606
+15,409% +$47.9M 5.24% 4
2019
Q2 		$311K Hold
2,814
– – 0.04% 71
2019
Q1 		$311K Buy
2,814
+391
+16% +$43.2K 0.04% 65
2018
Q4 		$267K Buy
+2,423
New +$267K 0.04% 55
2016
Q2 		$105K Buy
+947
New +$105K 0.19% 43
2015
Q4 		$30K Buy
275
+1
+0.4% +$110 0.06% 50
2015
Q3 		$30K Buy
+274
New +$30.2K 0.04% 56

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

Pacific Financial Group's SHV Position: Q1 2025 in Review

Pacific Financial Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2025, closing a stake of 2,245 shares — an estimated $247K sold.

Pacific Financial Group first reported a position in SHV in Q3 2015 and held it in 28 quarters. The position peaked at $48.3M in Q3 2019. 721 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

  • Pacific Financial Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Pacific Financial Group sold 2,245 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $247K.
  • Pacific Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2015 and held it in 28 quarters.
  • Pacific Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $48.3M in Q3 2019.
  • 721 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Pacific Financial Group's 13F filing for Q1 2025, filed 23 Apr 2025.