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Rockland Trust’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Rockland Trust’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
-5,124
Closed -$566K – 317
2025
Q3 		$566K Buy
+5,124
New +$565K 0.02% 210

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

Rockland Trust's SHV Position: Q4 2025 in Review

Rockland Trust sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2025, closing a stake of 5,124 shares — an estimated $566K sold.

Rockland Trust first reported a position in SHV in Q3 2025 and held it in 1 quarter. The position peaked at $566K in Q3 2025. 709 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

  • Rockland Trust reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Rockland Trust sold 5,124 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $566K.
  • Rockland Trust first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2025 and held it in 1 quarter.
  • Rockland Trust's iShares 0-1 Year Treasury Bond ETF position peaked at $566K in Q3 2025.
  • 709 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on Rockland Trust's 13F filing for Q4 2025, filed 15 Jan 2026.