TFC Financial Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

TFC Financial 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	-2,039	Closed	-$225K	–	1075
2025 Q1	$225K	Buy	2,039 +14	+0.7%	+$1.54K	0.03%	113
2024 Q4	$223K	Sell	2,025 -1,926	-49%	-$212K	0.04%	120
2024 Q3	$437K	Sell	3,951 -227,467	-98%	-$25.1M	0.07%	75
2024 Q2	$25.6M	Buy	231,418 +3,316	+1%	+$366K	4.48%	6
2024 Q1	$25.2M	Buy	228,102 +8,286	+4%	+$914K	4.48%	6
2023 Q4	$24.2M	Sell	219,816 -425	-0.2%	-$46.8K	4.89%	6
2023 Q3	$24.3M	Buy	220,241 +8,470	+4%	+$934K	5.81%	5
2023 Q2	$23.4M	Buy	211,771 +17,549	+9%	+$1.93M	5.75%	5
2023 Q1	$21.5M	Buy	+194,222	New	+$21.4M	5.55%	5

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

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

TFC Financial Management's SHV Position: Q2 2025 in Review

TFC Financial Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 2,039 shares — an estimated $225K sold.

TFC Financial Management first reported a position in SHV in Q1 2023 and held it in 9 quarters. The position peaked at $25.6M in Q2 2024. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

TFC Financial Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
TFC Financial Management sold 2,039 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $225K.
TFC Financial Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and held it in 9 quarters.
TFC Financial Management's iShares 0-1 Year Treasury Bond ETF position peaked at $25.6M in Q2 2024.
713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on TFC Financial Management's 13F filing for Q2 2025, filed 29 Jul 2025.