SL
SHV icon

SWMG LLC’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

SWMG LLC’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
-18,398
Closed -$2.03M – 134
2025
Q1 		$2.03M Buy
+18,398
New +$2.03M 0.81% 27
2023
Q4 		– Sell
-12,806
Closed -$1.41M – 104
2023
Q3 		$1.41M Sell
12,806
-162,935
-93% -$18M 0.74% 27
2023
Q2 		$19.4M Buy
175,741
+11,818
+7% +$1.3M 10.15% 2
2023
Q1 		$18.1M Buy
163,923
+12,588
+8% +$1.39M 10.1% 2
2022
Q4 		$16.6M Buy
151,335
+2,218
+1% +$244K 10.06% 2
2022
Q3 		$16.4M Buy
+149,117
New +$16.4M 10.7% 2

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

SWMG LLC's SHV Position: Q2 2025 in Review

SWMG LLC sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 18,398 shares — an estimated $2.03M sold.

SWMG LLC first reported a position in SHV in Q3 2022 and held it in 6 quarters. The position peaked at $19.4M in Q2 2023. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

  • SWMG LLC reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • SWMG LLC sold 18,398 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $2.03M.
  • SWMG LLC first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and held it in 6 quarters.
  • SWMG LLC's iShares 0-1 Year Treasury Bond ETF position peaked at $19.4M in Q2 2023.
  • 713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on SWMG LLC's 13F filing for Q2 2025, filed 29 Jul 2025.