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 New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Ruedi Wealth Management's SHV Position: Q2 2025 in Review

Ruedi Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 122 shares — an estimated $13.4K sold.

Ruedi Wealth Management first reported a position in SHV in Q4 2022 and held it in 10 quarters. The position peaked at $13.5K in Q3 2024. 715 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

Ruedi Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 122 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $13.4K.
Ruedi Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $13.5K in Q3 2024.
715 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.