UBP
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Union Bancaire Privee’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Union Bancaire Privee’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 		– Sell
-2,360
Closed -$261K – 542
2025
Q3 		$261K Buy
+2,360
New +$260K ﹤0.01% 363

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

Union Bancaire Privee's SHV Position: Q4 2025 in Review

Union Bancaire Privee sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2025, closing a stake of 2,360 shares — an estimated $261K sold.

Union Bancaire Privee first reported a position in SHV in Q3 2025 and held it in 1 quarter. The position peaked at $261K in Q3 2025. 709 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

  • Union Bancaire Privee reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Union Bancaire Privee sold 2,360 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $261K.
  • Union Bancaire Privee first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2025 and held it in 1 quarter.
  • Union Bancaire Privee's iShares 0-1 Year Treasury Bond ETF position peaked at $261K in Q3 2025.
  • 709 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on Union Bancaire Privee's 13F filing for Q4 2025, filed 5 Jan 2026.