Tucker Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Tucker Asset 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 Q4	$5.96M	Sell	54,088 -473	-0.9%	-$52.2K	1.73%	8
2025 Q3	$6.03M	Sell	54,561 -3,322	-6%	-$366K	1.82%	8
2025 Q2	$6.39M	Sell	57,883 -1,765	-3%	-$195K	2.04%	8
2025 Q1	$6.59M	Sell	59,648 -18,038	-23%	-$1.99M	2.13%	8
2024 Q4	$8.55M	Sell	77,686 -21,535	-22%	-$2.37M	0.91%	13
2024 Q3	$11M	Sell	99,221 -26,639	-21%	-$2.94M	2.53%	8
2024 Q2	$13.9M	Sell	125,860 -3,585	-3%	-$395K	3.04%	5
2024 Q1	$14.3M	Sell	129,445 -17,300	-12%	-$1.91M	3.3%	5
2023 Q4	$16.2M	Sell	146,745 -49,273	-25%	-$5.43M	4.04%	5
2023 Q3	$21.7M	Sell	196,018 -8,660	-4%	-$955K	5.78%	4
2023 Q2	$22.6M	Sell	204,678 -92,482	-31%	-$10.2M	6.57%	4
2023 Q1	$32.8M	Sell	297,160 -1,905,644	-87%	-$210M	9.82%	4
2022 Q4	$242M	Sell	2,202,804 -141,781	-6%	-$15.6M	77.89%	1
2022 Q3	$258M	Sell	2,344,585 -269,276	-10%	-$29.6M	84.09%	1
2022 Q2	$288M	Buy	+2,613,861	New	+$288M	92.95%	1

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

Tucker Asset Management's SHV Position: Q4 2025 in Review

Tucker Asset Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.87% in Q4 2025, selling an estimated $52.2K and leaving 54,088 shares worth $5.96M. The position accounts for 1.73% of the portfolio, ranked #8.

Tucker Asset Management first reported a position in SHV in Q2 2022 and has held it in 15 quarters since. The position peaked at $288M in Q2 2022. 709 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

Tucker Asset Management held 54,088 shares of iShares 0-1 Year Treasury Bond ETF worth $5.96M as of Q4 2025.
Tucker Asset Management sold 473 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $52.2K.
iShares 0-1 Year Treasury Bond ETF made up 1.73% of Tucker Asset Management's portfolio in Q4 2025, its #8 holding.
Tucker Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and has held it in 15 quarters since.
Tucker Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $288M in Q2 2022.
709 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.