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Planned Solutions’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Planned Solutions’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
Q4 		– Sell
-2,280
Closed -$252K – 145
2025
Q3 		$252K Buy
+2,280
New +$251K 0.09% 112

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Bank of America
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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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

Planned Solutions's SHV Position: Q4 2025 in Review

Planned Solutions sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2025, closing a stake of 2,280 shares — an estimated $252K sold.

Planned Solutions first reported a position in SHV in Q3 2025 and held it in 1 quarter. The position peaked at $252K in Q3 2025. 710 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

  • Planned Solutions reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Planned Solutions sold 2,280 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $252K.
  • Planned Solutions first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2025 and held it in 1 quarter.
  • Planned Solutions's iShares 0-1 Year Treasury Bond ETF position peaked at $252K in Q3 2025.
  • 710 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on Planned Solutions's 13F filing for Q4 2025, filed 28 Jan 2026.