Surience Private Wealth’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Surience Private Wealth’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	-3,514	Closed	-$388K	–	36
2025 Q2	$388K	Sell	3,514 -33,808	-91%	-$3.73M	0.36%	28
2025 Q1	$4.12M	Buy	+37,322	New	+$4.12M	7.16%	5
2024 Q1	–	Sell	-25,448	Closed	-$2.8M	–	39
2023 Q4	$2.8M	Sell	25,448 -13,897	-35%	-$1.53M	2.85%	17
2023 Q3	$4.35M	Sell	39,345 -6,999	-15%	-$772K	8.42%	3
2023 Q2	$5.12M	Buy	+46,344	New	+$5.11M	7.33%	4
2022 Q4	–	Sell	-38,917	Closed	-$4.28M	–	26
2022 Q3	$4.28M	Buy	+38,917	New	+$4.28M	11%	3

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Surience Private Wealth's SHV Position: Q3 2025 in Review

Surience Private Wealth sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2025, closing a stake of 3,514 shares — an estimated $388K sold.

Surience Private Wealth first reported a position in SHV in Q3 2022 and held it in 6 quarters. The position peaked at $5.12M in Q2 2023. 684 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

Surience Private Wealth reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Surience Private Wealth sold 3,514 iShares 0-1 Year Treasury Bond ETF shares in Q3 2025, an estimated $388K.
Surience Private Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and held it in 6 quarters.
Surience Private Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $5.12M in Q2 2023.
684 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on Surience Private Wealth's 13F filing for Q3 2025, filed 9 Oct 2025.