United Community Bank’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

United Community Bank’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 Q3	–	Sell	-254	Closed	-$28K	–	627
2025 Q2	$28K	Buy	+254	New	+$28K	0.01%	337
2024 Q3	–	Sell	-8,017	Closed	-$886K	–	382
2024 Q2	$886K	Sell	8,017 -155	-2%	-$17.1K	0.36%	74
2024 Q1	$903K	Sell	8,172 -639	-7%	-$70.5K	0.35%	71
2023 Q4	$970K	Sell	8,811 -49	-0.6%	-$5.4K	0.41%	65
2023 Q3	$979K	Buy	+8,860	New	+$977K	0.48%	56

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

United Community Bank's SHV Position: Q3 2025 in Review

United Community Bank sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2025, closing a stake of 254 shares — an estimated $28K sold.

United Community Bank first reported a position in SHV in Q3 2023 and held it in 5 quarters. The position peaked at $979K in Q3 2023. 684 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

United Community Bank reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
United Community Bank sold 254 iShares 0-1 Year Treasury Bond ETF shares in Q3 2025, an estimated $28K.
United Community Bank first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and held it in 5 quarters.
United Community Bank's iShares 0-1 Year Treasury Bond ETF position peaked at $979K in Q3 2023.
684 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on United Community Bank's 13F filing for Q3 2025, filed 4 Nov 2025.