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Stephens Inc’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Stephens Inc’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 		– Sell
-3,163
Closed -$348K – 1304
2024
Q4 		$348K Buy
3,163
+45
+1% +$4.96K ﹤0.01% 959
2024
Q3 		$345K Buy
3,118
+36
+1% +$3.97K ﹤0.01% 970
2024
Q2 		$341K Sell
3,082
-17
-0.5% -$1.88K 0.01% 951
2024
Q1 		$343K Buy
3,099
+65
+2% +$7.17K 0.01% 956
2023
Q4 		$334K Buy
3,034
+47
+2% +$5.18K 0.01% 895
2023
Q3 		$330K Sell
2,987
-1,189
-28% -$131K 0.01% 873
2023
Q2 		$461K Sell
4,176
-16,351
-80% -$1.8M 0.01% 764
2023
Q1 		$2.27M Buy
20,527
+16,254
+380% +$1.79M 0.04% 357
2022
Q4 		$470K Sell
4,273
-968
-18% -$106K 0.01% 720
2022
Q3 		$576K Sell
5,241
-4,692
-47% -$516K 0.01% 658
2022
Q2 		$1.09M Buy
9,933
+1,002
+11% +$110K 0.02% 505
2022
Q1 		$985K Hold
8,931
– – 0.02% 595
2021
Q4 		$986K Buy
8,931
+4,136
+86% +$457K 0.01% 637
2021
Q3 		$530K Sell
4,795
-5,986
-56% -$661K 0.01% 845
2021
Q2 		$1.19M Buy
10,781
+2,500
+30% +$276K 0.02% 613
2021
Q1 		$915K Buy
8,281
+5,643
+214% +$624K 0.02% 648
2020
Q4 		$292K Buy
+2,638
New +$292K 0.01% 928
2020
Q1 		– Sell
-41,672
Closed -$4.6M – 1194
2019
Q4 		$4.6M Buy
41,672
+3,003
+8% +$332K 0.1% 234
2019
Q3 		$4.28M Sell
38,669
-3,459
-8% -$382K 0.09% 243
2019
Q2 		$4.66M Sell
42,128
-4,688
-10% -$518K 0.11% 223
2019
Q1 		$5.18M Sell
46,816
-9,688
-17% -$1.07M 0.12% 194
2018
Q4 		$6.23M Sell
56,504
-1,376
-2% -$152K 0.18% 128
2018
Q3 		$6.39M Sell
57,880
-10,581
-15% -$1.17M 0.16% 152
2018
Q2 		$7.56M Buy
+68,461
New +$7.55M 0.23% 101

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 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 $2.3T AUM 54.33% 1-Year Est. Return

Stephens Inc's SHV Position: Q1 2025 in Review

Stephens Inc sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2025, closing a stake of 3,163 shares — an estimated $348K sold.

Stephens Inc first reported a position in SHV in Q2 2018 and held it in 24 quarters. The position peaked at $7.56M in Q2 2018. 722 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

  • Stephens Inc reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Stephens Inc sold 3,163 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $348K.
  • Stephens Inc first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2018 and held it in 24 quarters.
  • Stephens Inc's iShares 0-1 Year Treasury Bond ETF position peaked at $7.56M in Q2 2018.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Stephens Inc's 13F filing for Q1 2025, filed 1 May 2025.