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Synergy Investment Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Synergy Investment Management’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
-116
Closed -$12.9K – 477
2025
Q1 		$12.9K Hold
116
– – 0.01% 353
2024
Q4 		$12.7K Buy
+116
New +$12.8K 0.01% 365

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Bank of America
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LPL Financial
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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

Synergy Investment Management's SHV Position: Q2 2025 in Review

Synergy Investment Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 116 shares — an estimated $12.9K sold.

Synergy Investment Management first reported a position in SHV in Q4 2024 and held it in 2 quarters. The position peaked at $12.9K in Q1 2025. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

  • Synergy Investment Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 116 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $12.9K.
  • Synergy Investment Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's iShares 0-1 Year Treasury Bond ETF position peaked at $12.9K in Q1 2025.
  • 713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.