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Palisades Hudson Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Palisades Hudson Asset Management’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
-2,276
Closed -$251K – 112
2025
Q2 		$251K Buy
+2,276
New +$251K 0.1% 94

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Palisades Hudson Asset Management's SHV Position: Q3 2025 in Review

Palisades Hudson Asset Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2025, closing a stake of 2,276 shares — an estimated $251K sold.

Palisades Hudson Asset Management first reported a position in SHV in Q2 2025 and held it in 1 quarter. The position peaked at $251K in Q2 2025. 684 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

  • Palisades Hudson Asset Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Palisades Hudson Asset Management sold 2,276 iShares 0-1 Year Treasury Bond ETF shares in Q3 2025, an estimated $251K.
  • Palisades Hudson Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2025 and held it in 1 quarter.
  • Palisades Hudson Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $251K in Q2 2025.
  • 684 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on Palisades Hudson Asset Management's 13F filing for Q3 2025, filed 6 Nov 2025.