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

Rock Creek 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 Q2	–	Sell	-53,006	Closed	-$5.85M	–	60
2025 Q1	$5.85M	Buy	53,006 +26,503	+100%	+$2.92M	0.69%	15
2024 Q4	$2.93M	Hold	26,503	–	–	0.31%	20
2024 Q3	$2.93M	Hold	26,503	–	–	0.34%	22
2024 Q2	$2.93M	Buy	+26,503	New	+$2.92M	0.39%	17

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Rock Creek Group's SHV Position: Q2 2025 in Review

Rock Creek Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 53,006 shares — an estimated $5.85M sold.

Rock Creek Group first reported a position in SHV in Q2 2024 and held it in 4 quarters. The position peaked at $5.85M in Q1 2025. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

Rock Creek Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Rock Creek Group sold 53,006 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $5.85M.
Rock Creek Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2024 and held it in 4 quarters.
Rock Creek Group's iShares 0-1 Year Treasury Bond ETF position peaked at $5.85M in Q1 2025.
713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Rock Creek Group's 13F filing for Q2 2025, filed 12 Aug 2025.