SWC
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Spectrum Wealth Counsel’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Spectrum Wealth Counsel’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 		$15.8K Hold
143
– – ﹤0.01% 213
2024
Q4 		$15.7K Hold
143
– – ﹤0.01% 215
2024
Q3 		$15.8K Hold
143
– – ﹤0.01% 226
2024
Q2 		$15.8K Buy
143
+104
+267% +$11.5K ﹤0.01% 273
2024
Q1 		$4.31K Sell
39
-68
-64% -$7.5K ﹤0.01% 326
2023
Q4 		$11.8K Buy
+107
New +$11.8K ﹤0.01% 258

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Spectrum Wealth Counsel's SHV Position: Q1 2025 in Review

Spectrum Wealth Counsel held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q1 2025 at 143 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Spectrum Wealth Counsel first reported a position in SHV in Q4 2023 and has held it in 6 quarters since. The position peaked at $15.8K in Q3 2024. 721 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

  • Spectrum Wealth Counsel held 143 shares of iShares 0-1 Year Treasury Bond ETF worth $15.8K as of Q1 2025.
  • Spectrum Wealth Counsel left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q1 2025.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #213 holding.
  • Spectrum Wealth Counsel first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's iShares 0-1 Year Treasury Bond ETF position peaked at $15.8K in Q3 2024.
  • 721 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.