SFA
SHV icon

Semmax Financial Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Semmax Financial Advisors’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 		$101K Sell
914
-474
-34% -$52.3K 0.03% 158
2025
Q1 		$153K Buy
1,388
+13
+0.9% +$1.43K 0.04% 132
2024
Q4 		$152K Buy
1,375
+14
+1% +$1.54K 0.04% 129
2024
Q3 		$150K Buy
1,361
+16
+1% +$1.77K 0.04% 127
2024
Q2 		$148K Sell
1,345
-2,483
-65% -$274K 0.04% 126
2024
Q1 		$422K Sell
3,828
-100,385
-96% -$11.1M 0.14% 103
2023
Q4 		$11.5M Sell
104,213
-7,755
-7% -$855K 4.18% 2
2023
Q3 		$12.3M Buy
+111,968
New +$12.3M 4.94% 2
2022
Q4 		$9.75M Buy
88,523
+2,097
+2% +$230K 3.89% 2
2022
Q3 		$9.49M Buy
86,426
+11,893
+16% +$1.31M 4.02% 2
2022
Q2 		$8.2M Buy
74,533
+55,847
+299% +$6.15M 3.34% 2
2022
Q1 		$2.06M Buy
18,686
+14,339
+330% +$1.58M 0.81% 50
2021
Q4 		$480K Buy
4,347
+2,072
+91% +$229K 0.18% 93
2021
Q3 		$251K Buy
2,275
+83
+4% +$9.17K 0.09% 100
2021
Q2 		$242K Sell
2,192
-96
-4% -$10.6K 0.08% 102
2021
Q1 		$253K Sell
2,288
-94
-4% -$10.4K 0.09% 99
2020
Q4 		$263K Buy
2,382
+1,002
+73% +$111K 0.11% 100
2020
Q3 		$153K Buy
1,380
+340
+33% +$37.6K 0.07% 96
2020
Q2 		$115K Buy
1,040
+86
+9% +$9.53K 0.06% 97
2020
Q1 		$106K Buy
+954
New +$106K 0.07% 96

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
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

Semmax Financial Advisors's SHV Position: Q2 2025 in Review

Semmax Financial Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 34% in Q2 2025, selling an estimated $52.3K and leaving 914 shares worth $101K. The position accounts for 0.03% of the portfolio, ranked #158.

Semmax Financial Advisors first reported a position in SHV in Q1 2020 and has held it in 20 quarters since. The position peaked at $12.3M in Q3 2023. 714 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

  • Semmax Financial Advisors held 914 shares of iShares 0-1 Year Treasury Bond ETF worth $101K as of Q2 2025.
  • Semmax Financial Advisors sold 474 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $52.3K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.03% of Semmax Financial Advisors's portfolio in Q2 2025, its #158 holding.
  • Semmax Financial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and has held it in 20 quarters since.
  • Semmax Financial Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $12.3M in Q3 2023.
  • 714 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.