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TFB Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

TFB Advisors’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
-2,619
Closed -$289K – 345
2025
Q2 		$289K Buy
2,619
+80
+3% +$8.82K 0.08% 266
2025
Q1 		$280K Buy
+2,539
New +$280K 0.08% 259

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

TFB Advisors's SHV Position: Q3 2025 in Review

TFB Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2025, closing a stake of 2,619 shares — an estimated $289K sold.

TFB Advisors first reported a position in SHV in Q1 2025 and held it in 2 quarters. The position peaked at $289K in Q2 2025. 684 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

  • TFB Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • TFB Advisors sold 2,619 iShares 0-1 Year Treasury Bond ETF shares in Q3 2025, an estimated $289K.
  • TFB Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2025 and held it in 2 quarters.
  • TFB Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $289K in Q2 2025.
  • 684 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on TFB Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.