Strategic Investment Solutions’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Strategic Investment Solutions’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	-152	Closed	-$16.8K	–	666
2025 Q1	$16.8K	Sell	152 -369	-71%	-$40.7K	﹤0.01%	311
2024 Q4	$57.4K	Buy	521 +372	+250%	+$41K	0.02%	186
2024 Q3	$16.4K	Buy	149 +2	+1%	+$221	﹤0.01%	308
2024 Q2	$16.3K	Buy	+147	New	+$16.2K	0.01%	294
2023 Q4	$56.5K	Sell	514 -24,766	-98%	-$2.73M	0.01%	433
2023 Q3	$2.79M	Buy	25,280 +24,854	+5,834%	+$2.74M	0.03%	195
2023 Q2	$46.8K	Sell	426 -352	-45%	-$38.8K	0.01%	316
2023 Q1	$85.9K	Buy	+778	New	+$85.7K	0.02%	275

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Strategic Investment Solutions's SHV Position: Q2 2025 in Review

Strategic Investment Solutions sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 152 shares — an estimated $16.8K sold.

Strategic Investment Solutions first reported a position in SHV in Q1 2023 and held it in 8 quarters. The position peaked at $2.79M in Q3 2023. 715 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

Strategic Investment Solutions reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Strategic Investment Solutions sold 152 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $16.8K.
Strategic Investment Solutions first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and held it in 8 quarters.
Strategic Investment Solutions's iShares 0-1 Year Treasury Bond ETF position peaked at $2.79M in Q3 2023.
715 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Strategic Investment Solutions's 13F filing for Q2 2025, filed 16 Jul 2025.