Stonebridge Financial Group (Pennsylvania)’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 Q4	–	Sell	-2,134	Closed	-$236K	–	259
2025 Q3	$236K	Buy	+2,134	New	+$235K	0.02%	216
2025 Q2	–	Sell	-64	Closed	-$7.07K	–	821
2025 Q1	$7.07K	Hold	64	–	–	﹤0.01%	653
2024 Q4	$7.05K	Buy	+64	New	+$7.06K	﹤0.01%	635

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s SHV Position: Q4 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2025, closing a stake of 2,134 shares — an estimated $236K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in SHV in Q4 2024 and held it in 3 quarters. The position peaked at $236K in Q3 2025. 712 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

Stonebridge Financial Group (Pennsylvania) reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Stonebridge Financial Group (Pennsylvania) sold 2,134 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $236K.
Stonebridge Financial Group (Pennsylvania) first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and held it in 3 quarters.
Stonebridge Financial Group (Pennsylvania)'s iShares 0-1 Year Treasury Bond ETF position peaked at $236K in Q3 2025.
712 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q4 2025, filed 21 Jan 2026.