QFA
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Quattro Financial Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Quattro Financial Advisors’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
Q2 		– Sell
-3,200
Closed -$354K – 90
2025
Q1 		$354K Hold
3,200
– – 0.12% 66
2024
Q4 		$353K Sell
3,200
-37,927
-92% -$4.18M 0.09% 70
2024
Q3 		$4.54M Sell
41,127
-22,252
-35% -$2.46M 1.28% 25
2024
Q2 		$6.65M Hold
63,379
– – 1.74% 17
2024
Q1 		$7.01M Buy
63,379
+63,269
+57,517% +$6.98M 1.99% 16
2023
Q4 		$10.2M Sell
110
-102,970
-100% -$11.4M 3.53% 8
2023
Q3 		$11.4M Sell
103,080
-113,208
-52% -$12.5M 4.96% 4
2023
Q2 		$23.9M Buy
216,288
+38,410
+22% +$4.23M 9.49% 1
2023
Q1 		$19.7M Buy
177,878
+2,925
+2% +$322K 8.06% 2
2022
Q4 		$19.2M Buy
174,953
+400
+0.2% +$44K 7.68% 3
2022
Q3 		$19.2M Buy
174,553
+3,200
+2% +$352K 7.67% 2
2022
Q2 		$18.9M Sell
171,353
-19,520
-10% -$2.15M 6.42% 3
2022
Q1 		$21M Buy
190,873
+20,000
+12% +$2.21M 7.09% 2
2021
Q4 		$18.9M Buy
+170,873
New +$18.9M 6.67% 3
2021
Q3 		– Sell
-1,866
Closed -$206K – 107
2021
Q2 		$206K Sell
1,866
-11,378
-86% -$1.26M 0.06% 89
2021
Q1 		$1.46M Buy
13,244
+1,065
+9% +$118K 0.33% 55
2020
Q4 		$1.35M Sell
12,179
-67,814
-85% -$7.5M 0.36% 35
2020
Q3 		$8.85M Buy
79,993
+59,729
+295% +$6.61M 2.13% 18
2020
Q2 		$2.24M Sell
20,264
-258,778
-93% -$28.7M 0.59% 27
2020
Q1 		$18.1M Buy
279,042
+275,921
+8,841% +$30.5M 6.57% 4
2019
Q4 		$345K Sell
3,121
-5,553
-64% -$614K 0.11% 44
2019
Q3 		$959K Sell
8,674
-105,441
-92% -$11.7M 0.29% 37
2019
Q2 		$12.6M Buy
+114,115
New +$12.6M 3.89% 10
2019
Q1 		– Sell
-39,373
Closed -$4.35M – 68
2018
Q4 		$4.35M Sell
39,373
-21,256
-35% -$2.35M 1.51% 19
2018
Q3 		$6.69M Buy
60,629
+28,944
+91% +$3.19M 2.43% 11
2018
Q2 		$3.5M Buy
+31,685
New +$3.5M 1.73% 19

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Quattro Financial Advisors's SHV Position: Q2 2025 in Review

Quattro Financial Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 3,200 shares — an estimated $354K sold.

Quattro Financial Advisors first reported a position in SHV in Q2 2018 and held it in 26 quarters. The position peaked at $23.9M in Q2 2023. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

  • Quattro Financial Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Quattro Financial Advisors sold 3,200 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $354K.
  • Quattro Financial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2018 and held it in 26 quarters.
  • Quattro Financial Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $23.9M in Q2 2023.
  • 713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Quattro Financial Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.