PPH
SHV icon

Pure Portfolios Holdings’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Pure Portfolios Holdings’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 		$1.27M Buy
11,530
+286
+3% +$31.5K 0.38% 38
2025
Q3 		$1.24M Buy
11,244
+116
+1% +$12.8K 0.39% 38
2025
Q2 		$1.23M Buy
11,128
+379
+4% +$41.8K 0.42% 38
2025
Q1 		$1.19M Buy
10,749
+692
+7% +$76.3K 0.44% 35
2024
Q4 		$1.11M Buy
10,057
+159
+2% +$17.5K 0.41% 36
2024
Q3 		$1.1M Buy
+9,898
New +$1.09M 0.41% 35

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

Pure Portfolios Holdings's SHV Position: Q4 2025 in Review

Pure Portfolios Holdings increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2.5% in Q4 2025, buying an estimated $31.5K and bringing the position to 11,530 shares worth $1.27M. The position accounts for 0.38% of the portfolio, ranked #38.

Pure Portfolios Holdings first reported a position in SHV in Q3 2024 and has held it in 6 quarters since. 709 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

  • Pure Portfolios Holdings held 11,530 shares of iShares 0-1 Year Treasury Bond ETF worth $1.27M as of Q4 2025.
  • Pure Portfolios Holdings bought 286 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $31.5K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.38% of Pure Portfolios Holdings's portfolio in Q4 2025, its #38 holding.
  • Pure Portfolios Holdings first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2024 and has held it in 6 quarters since.
  • 709 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on Pure Portfolios Holdings's 13F filing for Q4 2025, filed 30 Jan 2026.