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

Pineridge 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 Q3	$4.73K	Buy	43 +1	+2%	+$110	﹤0.01%	275
2025 Q2	$4.68K	Buy	42 +41	+4,100%	+$4.52K	﹤0.01%	311
2025 Q1	$111	Sell	1 -68	-99%	-$7.5K	﹤0.01%	489
2024 Q4	$7.6K	Sell	69 -85	-55%	-$9.37K	﹤0.01%	334
2024 Q3	$17K	Buy	154 +138	+863%	+$15.2K	0.01%	229
2024 Q2	$1.82K	Buy	16 +15	+1,500%	+$1.65K	﹤0.01%	487
2024 Q1	$111	Sell	1 -19	-95%	-$2.1K	﹤0.01%	587
2023 Q4	$2.2K	Buy	+20	New	+$2.21K	﹤0.01%	608

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pineridge Advisors's SHV Position: Q3 2025 in Review

Pineridge Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2.4% in Q3 2025, buying an estimated $110 and bringing the position to 43 shares worth $4.73K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Pineridge Advisors first reported a position in SHV in Q4 2023 and has held it in 8 quarters since. The position peaked at $17K in Q3 2024. 684 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

Pineridge Advisors held 43 shares of iShares 0-1 Year Treasury Bond ETF worth $4.73K as of Q3 2025.
Pineridge Advisors bought 1 iShares 0-1 Year Treasury Bond ETF share in Q3 2025, an estimated $110.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #275 holding.
Pineridge Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $17K in Q3 2024.
684 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.