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TCFG Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

TCFG Wealth 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
Q3 		– Sell
-2,000
Closed -$221K – 285
2025
Q2 		$221K Sell
2,000
-700
-26% -$77.2K 0.1% 232
2025
Q1 		$298K Hold
2,700
– – 0.15% 169
2024
Q4 		$297K Hold
2,700
– – 0.15% 166
2024
Q3 		$299K Buy
+2,700
New +$298K 0.15% 157

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TCFG Wealth Management's SHV Position: Q3 2025 in Review

TCFG Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2025, closing a stake of 2,000 shares — an estimated $221K sold.

TCFG Wealth Management first reported a position in SHV in Q3 2024 and held it in 4 quarters. The position peaked at $299K in Q3 2024. 684 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

  • TCFG Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • TCFG Wealth Management sold 2,000 iShares 0-1 Year Treasury Bond ETF shares in Q3 2025, an estimated $221K.
  • TCFG Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2024 and held it in 4 quarters.
  • TCFG Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $299K in Q3 2024.
  • 684 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on TCFG Wealth Management's 13F filing for Q3 2025, filed 18 Nov 2025.