TFF
SHV icon

The Family Firm’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

The Family Firm’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
-1,846
Closed -$204K – 183
2025
Q1 		$204K Buy
1,846
+14
+0.8% +$1.54K 0.05% 209
2024
Q4 		$202K Buy
+1,832
New +$202K 0.04% 210
2024
Q3 		– Sell
-1,781
Closed -$197K – 728
2024
Q2 		$197K Buy
+1,781
New +$196K 0.04% 198

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

The Family Firm's SHV Position: Q2 2025 in Review

The Family Firm sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 1,846 shares — an estimated $204K sold.

The Family Firm first reported a position in SHV in Q2 2024 and held it in 3 quarters. The position peaked at $204K in Q1 2025. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

  • The Family Firm reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 1,846 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $204K.
  • The Family Firm first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2024 and held it in 3 quarters.
  • The Family Firm's iShares 0-1 Year Treasury Bond ETF position peaked at $204K in Q1 2025.
  • 713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.