Paulson Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Paulson Wealth 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 Q2	–	Sell	-93,675	Closed	-$10.3M	–	145
2025 Q1	$10.3M	Buy	93,675 +2,395	+3%	+$264K	2.91%	9
2024 Q4	$10.1M	Buy	91,280 +5,026	+6%	+$554K	2.74%	9
2024 Q3	$9.54M	Sell	86,254 -4,716	-5%	-$520K	2.55%	9
2024 Q2	$10.1M	Buy	90,970 +896	+1%	+$98.8K	2.93%	8
2024 Q1	$9.96M	Buy	90,074 +2,268	+3%	+$250K	2.93%	8
2023 Q4	$9.67M	Buy	87,806 +6,689	+8%	+$737K	3.1%	7
2023 Q3	$8.96M	Buy	81,117 +1,089	+1%	+$120K	3.13%	7
2023 Q2	$8.84M	Buy	80,028 +2,194	+3%	+$242K	3.02%	7
2023 Q1	$8.6M	Buy	77,834 +3,740	+5%	+$412K	3.82%	7
2022 Q4	$8.14M	Sell	74,094 -2,417	-3%	-$266K	3.97%	7
2022 Q3	$8.42M	Buy	+76,511	New	+$8.42M	4.53%	8

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Paulson Wealth Management's SHV Position: Q2 2025 in Review

Paulson Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 93,675 shares — an estimated $10.3M sold.

Paulson Wealth Management first reported a position in SHV in Q3 2022 and held it in 11 quarters. The position peaked at $10.3M in Q1 2025. 714 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

Paulson Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Paulson Wealth Management sold 93,675 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $10.3M.
Paulson Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and held it in 11 quarters.
Paulson Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $10.3M in Q1 2025.
714 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Paulson Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.