PPL
SHV icon

Planning Project LLC’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Planning Project LLC’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 		$54K Buy
+490
New +$54K 0.01% 62

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
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

Planning Project LLC's SHV Position: Q4 2025 in Review

Planning Project LLC opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2025: 490 shares worth $54K. The stake represents 0.01% of the portfolio and ranks #62 among its holdings.

709 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

  • Planning Project LLC held 490 shares of iShares 0-1 Year Treasury Bond ETF worth $54K as of Q4 2025.
  • iShares 0-1 Year Treasury Bond ETF was a new Planning Project LLC position in Q4 2025.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Planning Project LLC's portfolio in Q4 2025, its #62 holding.
  • 709 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.