Seven Post Investment Office’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Seven Post Investment Office’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	-163,736	Closed	-$18.1M	–	39
2025 Q1	$18.1M	Sell	163,736 -1,878	-1%	-$207K	6.91%	4
2024 Q4	$18.2M	Buy	165,614 +8,635	+6%	+$952K	6.98%	4
2024 Q3	$17.4M	Sell	156,979 -1,605	-1%	-$177K	2.62%	9
2024 Q2	$17.5M	Buy	158,584 +41,954	+36%	+$4.63M	3.25%	7
2024 Q1	$12.9M	Buy	116,630 +13,526	+13%	+$1.49M	3.15%	7
2023 Q4	$11.4M	Buy	103,104 +56,324	+120%	+$6.21M	2.86%	8
2023 Q3	$5.17M	Buy	46,780 +4,879	+12%	+$538K	1.43%	13
2023 Q2	$4.63M	Buy	+41,901	New	+$4.62M	1.41%	13

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Seven Post Investment Office's SHV Position: Q2 2025 in Review

Seven Post Investment Office sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 163,736 shares — an estimated $18.1M sold.

Seven Post Investment Office first reported a position in SHV in Q2 2023 and held it in 8 quarters. The position peaked at $18.2M in Q4 2024. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

Seven Post Investment Office reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Seven Post Investment Office sold 163,736 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $18.1M.
Seven Post Investment Office first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and held it in 8 quarters.
Seven Post Investment Office's iShares 0-1 Year Treasury Bond ETF position peaked at $18.2M in Q4 2024.
713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Seven Post Investment Office's 13F filing for Q2 2025, filed 15 Jul 2025.