Quadrant Private Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Quadrant Private Wealth Management’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	-1,903	Closed	-$210K	–	246
2024 Q4	$210K	Hold	1,903	–	–	0.05%	231
2024 Q3	$211K	Hold	1,903	–	–	0.05%	226
2024 Q2	$210K	Hold	1,903	–	–	0.05%	238
2024 Q1	$210K	Hold	1,903	–	–	0.05%	216
2023 Q4	$210K	Buy	+1,903	New	+$210K	0.06%	212
2023 Q2	–	Sell	-2,750	Closed	-$304K	–	253
2023 Q1	$304K	Buy	2,750 +25	+0.9%	+$2.75K	0.09%	181
2022 Q4	$300K	Buy	+2,725	New	+$300K	0.1%	174
2022 Q2	$300K	Hold	2,725	–	–	0.12%	147
2022 Q1	$300K	Hold	2,725	–	–	0.11%	159
2021 Q4	$301K	Hold	2,725	–	–	0.11%	166
2021 Q3	$301K	Hold	2,725	–	–	0.12%	153
2021 Q2	$301K	Sell	2,725 -623	-19%	-$68.8K	0.12%	153
2021 Q1	$370K	Sell	3,348 -1,362	-29%	-$151K	0.16%	128
2020 Q4	$521K	Sell	4,710 -361	-7%	-$39.9K	0.23%	94
2020 Q3	$561K	Buy	5,071 +1,377	+37%	+$152K	0.28%	83
2020 Q2	$409K	Buy	+3,694	New	+$409K	0.24%	101

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Quadrant Private Wealth Management's SHV Position: Q1 2025 in Review

Quadrant Private Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2025, closing a stake of 1,903 shares — an estimated $210K sold.

Quadrant Private Wealth Management first reported a position in SHV in Q2 2020 and held it in 16 quarters. The position peaked at $561K in Q3 2020. 721 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

Quadrant Private Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Quadrant Private Wealth Management sold 1,903 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $210K.
Quadrant Private Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and held it in 16 quarters.
Quadrant Private Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $561K in Q3 2020.
721 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.