Selway Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Selway Asset 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 Q1	$20M	Buy	180,770 +7,845	+5%	+$865K	8.24%	2
2024 Q4	$19M	Buy	172,925 +10,625	+7%	+$1.17M	7.48%	2
2024 Q3	$18M	Sell	162,300 -17,790	-10%	-$1.96M	7.02%	2
2024 Q2	$19.9M	Buy	180,090 +12,155	+7%	+$1.34M	8.11%	2
2024 Q1	$18.6M	Sell	167,935 -6,105	-4%	-$674K	7.42%	2
2023 Q4	$19.2M	Buy	174,040 +47,180	+37%	+$5.2M	8.05%	2
2023 Q3	$14M	Buy	126,860 +57,860	+84%	+$6.38M	6.45%	2
2023 Q2	$7.62M	Buy	69,000 +44,000	+176%	+$4.85M	3.35%	4
2023 Q1	$2.76M	Buy	+25,000	New	+$2.75M	1.33%	32

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

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

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Selway Asset Management's SHV Position: Q1 2025 in Review

Selway Asset Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 4.5% in Q1 2025, buying an estimated $865K and bringing the position to 180,770 shares worth $20M. The position accounts for 8.24% of the portfolio, ranked #2.

Selway Asset Management first reported a position in SHV in Q1 2023 and has held it in 9 quarters since. 721 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

Selway Asset Management held 180,770 shares of iShares 0-1 Year Treasury Bond ETF worth $20M as of Q1 2025.
Selway Asset Management bought 7,845 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $865K.
iShares 0-1 Year Treasury Bond ETF made up 8.24% of Selway Asset Management's portfolio in Q1 2025, its #2 holding.
Selway Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and has held it in 9 quarters since.
721 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Selway Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.