RWM
SHV icon

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

Ruedi 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
Q2 		– Sell
-122
Closed -$13.4K – 273
2025
Q1 		$13.4K Hold
122
– – ﹤0.01% 148
2024
Q4 		$13.4K Hold
122
– – ﹤0.01% 151
2024
Q3 		$13.5K Hold
122
– – ﹤0.01% 152
2024
Q2 		$13.4K Buy
122
+1
+0.8% +$110 0.01% 159
2024
Q1 		$13.3K Buy
121
+1
+0.8% +$110 0.01% 146
2023
Q4 		$13.2K Buy
120
+2
+2% +$220 0.01% 131
2023
Q3 		$13.1K Buy
118
+1
+0.9% +$110 0.01% 119
2023
Q2 		$13K Hold
117
– – 0.01% 127
2023
Q1 		$12.9K Hold
117
– – 0.01% 143
2022
Q4 		$12.8K Buy
+117
New +$12.9K 0.01% 129

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