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Painted Porch Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Painted Porch Advisors’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
Q2 		– Sell
-48
Closed -$5.3K – 529
2025
Q1 		$5.3K Hold
48
– – ﹤0.01% 330
2024
Q4 		$5.29K Sell
48
-10
-17% -$1.1K ﹤0.01% 319
2024
Q3 		$6.42K Hold
58
– – ﹤0.01% 277
2024
Q2 		$6.41K Buy
+58
New +$6.4K ﹤0.01% 246

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Painted Porch Advisors's SHV Position: Q2 2025 in Review

Painted Porch Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 48 shares — an estimated $5.3K sold.

Painted Porch Advisors first reported a position in SHV in Q2 2024 and held it in 4 quarters. The position peaked at $6.42K in Q3 2024. 715 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

  • Painted Porch Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Painted Porch Advisors sold 48 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $5.3K.
  • Painted Porch Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2024 and held it in 4 quarters.
  • Painted Porch Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $6.42K in Q3 2024.
  • 715 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Painted Porch Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.