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Waterloo Capital’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Waterloo Capital’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
-6,600
Closed -$729K – 495
2025
Q3 		$729K Buy
+6,600
New +$728K 0.05% 225
2024
Q1 		– Sell
-4,443
Closed -$489K – 396
2023
Q4 		$489K Buy
4,443
+1,304
+42% +$144K 0.08% 214
2023
Q3 		$347K Sell
3,139
-2,427
-44% -$268K 0.1% 135
2023
Q2 		$615K Sell
5,566
-1,644
-23% -$181K 0.18% 78
2023
Q1 		$797K Buy
+7,210
New +$794K 0.25% 65

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

Waterloo Capital's SHV Position: Q4 2025 in Review

Waterloo Capital sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2025, closing a stake of 6,600 shares — an estimated $729K sold.

Waterloo Capital first reported a position in SHV in Q1 2023 and held it in 5 quarters. The position peaked at $797K in Q1 2023. 709 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

  • Waterloo Capital reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Waterloo Capital sold 6,600 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $729K.
  • Waterloo Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and held it in 5 quarters.
  • Waterloo Capital's iShares 0-1 Year Treasury Bond ETF position peaked at $797K in Q1 2023.
  • 709 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on Waterloo Capital's 13F filing for Q4 2025, filed 10 Feb 2026.