Principal Financial Group
SHV icon

Principal Financial Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Principal Financial Group’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
Q1 		– Sell
-15,015
Closed -$1.65M – 2212
2024
Q4 		$1.65M Buy
15,015
+5,625
+60% +$620K ﹤0.01% 1817
2024
Q3 		$1.04M Sell
9,390
-10,050
-52% -$1.11M ﹤0.01% 1851
2024
Q2 		$2.15M Buy
19,440
+8,575
+79% +$946K ﹤0.01% 1755
2024
Q1 		$1.2M Sell
10,865
-14,385
-57% -$1.59M ﹤0.01% 1845
2023
Q4 		$2.78M Buy
25,250
+2,750
+12% +$303K ﹤0.01% 1717
2023
Q3 		$2.49M Sell
22,500
-21,200
-49% -$2.34M ﹤0.01% 1724
2023
Q2 		$4.83M Buy
43,700
+7,993
+22% +$881K ﹤0.01% 1532
2023
Q1 		$3.95M Buy
35,707
+12,332
+53% +$1.36M ﹤0.01% 1615
2022
Q4 		$2.57M Buy
+23,375
New +$2.57M ﹤0.01% 1719
2020
Q1 		– Sell
-2,736
Closed -$302K – 2246
2019
Q4 		$302K Sell
2,736
-568
-17% -$62.8K ﹤0.01% 2055
2019
Q3 		$365K Sell
3,304
-2,232
-40% -$247K ﹤0.01% 2016
2019
Q2 		$613K Buy
5,536
+31
+0.6% +$3.42K ﹤0.01% 1921
2019
Q1 		$609K Buy
+5,505
New +$608K ﹤0.01% 1895

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group's SHV Position: Q1 2025 in Review

Principal Financial Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2025, closing a stake of 15,015 shares — an estimated $1.65M sold.

Principal Financial Group first reported a position in SHV in Q1 2019 and held it in 13 quarters. The position peaked at $4.83M in Q2 2023. 723 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

  • Principal Financial Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Principal Financial Group sold 15,015 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $1.65M.
  • Principal Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and held it in 13 quarters.
  • Principal Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $4.83M in Q2 2023.
  • 723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Principal Financial Group's 13F filing for Q1 2025, filed 28 Apr 2025.