Tilia Fiduciary Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Tilia Fiduciary Partners’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 Q1	–	Sell	-3,645	Closed	-$401K	–	116
2024 Q4	$401K	Hold	3,645	–	–	0.27%	81
2024 Q3	$403K	Hold	3,645	–	–	0.28%	77
2024 Q2	$403K	Hold	3,645	–	–	0.32%	75
2024 Q1	$403K	Buy	+3,645	New	+$402K	0.33%	76
2022 Q1	–	Sell	-196	Closed	-$22K	–	565
2021 Q4	$22K	Buy	+196	New	+$21.6K	0.02%	322

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tilia Fiduciary Partners's SHV Position: Q1 2025 in Review

Tilia Fiduciary Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2025, closing a stake of 3,645 shares — an estimated $401K sold.

Tilia Fiduciary Partners first reported a position in SHV in Q4 2021 and held it in 5 quarters. The position peaked at $403K in Q3 2024. 721 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

Tilia Fiduciary Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Tilia Fiduciary Partners sold 3,645 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $401K.
Tilia Fiduciary Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and held it in 5 quarters.
Tilia Fiduciary Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $403K in Q3 2024.
721 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2025, filed 14 Apr 2025.