PG
SHV icon

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

Prostatis 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
Q4 		– Sell
-3,287
Closed -$363K – 178
2025
Q3 		$363K Buy
3,287
+220
+7% +$24.3K 0.09% 109
2025
Q2 		$339K Buy
3,067
+543
+22% +$59.9K 0.1% 112
2025
Q1 		$279K Buy
+2,524
New +$278K 0.09% 127
2023
Q4 		– Sell
-85,331
Closed -$9.43M – 139
2023
Q3 		$9.43M Buy
+85,331
New +$9.41M 4.61% 6
2023
Q2 		– Sell
-3,731
Closed -$411K – 253
2023
Q1 		$411K Buy
+3,731
New +$411K 0.22% 73

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

Prostatis Group's SHV Position: Q4 2025 in Review

Prostatis Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2025, closing a stake of 3,287 shares — an estimated $363K sold.

Prostatis Group first reported a position in SHV in Q1 2023 and held it in 5 quarters. The position peaked at $9.43M in Q3 2023. 709 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

  • Prostatis Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Prostatis Group sold 3,287 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $363K.
  • Prostatis Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and held it in 5 quarters.
  • Prostatis Group's iShares 0-1 Year Treasury Bond ETF position peaked at $9.43M in Q3 2023.
  • 709 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on Prostatis Group's 13F filing for Q4 2025, filed 17 Feb 2026.