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

Smallwood Wealth Investment 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
Q3 		– Sell
-16
Closed -$1.77K – 577
2025
Q2 		$1.77K Buy
+16
New +$1.76K ﹤0.01% 413

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Bank of America
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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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Smallwood Wealth Investment Management's SHV Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2025, closing a stake of 16 shares — an estimated $1.77K sold.

Smallwood Wealth Investment Management first reported a position in SHV in Q2 2025 and held it in 1 quarter. The position peaked at $1.77K in Q2 2025. 684 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 16 iShares 0-1 Year Treasury Bond ETF shares in Q3 2025, an estimated $1.77K.
  • Smallwood Wealth Investment Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's iShares 0-1 Year Treasury Bond ETF position peaked at $1.77K in Q2 2025.
  • 684 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.