Watts Gwilliam & Co’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Watts Gwilliam & Co’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	$775K	Hold	7,018	–	–	0.13%	103
2025 Q2	$775K	Sell	7,018 -913	-12%	-$101K	0.13%	103
2025 Q1	$876K	Buy	7,931 +4,527	+133%	+$499K	0.19%	91
2024 Q4	$375K	Buy	3,404 +2	+0.1%	+$221	0.08%	148
2024 Q3	$375K	Buy	+3,402	New	+$375K	0.08%	145
2024 Q1	$574K	Buy	+5,208	New	+$575K	0.18%	97

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

Watts Gwilliam & Co's SHV Position: Q3 2025 in Review

Watts Gwilliam & Co held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q3 2025 at 7,018 shares worth $775K. The position accounts for 0.13% of the portfolio, ranked #103.

Watts Gwilliam & Co first reported a position in SHV in Q1 2024 and has held it in 6 quarters since. The position peaked at $876K in Q1 2025. 684 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

Watts Gwilliam & Co held 7,018 shares of iShares 0-1 Year Treasury Bond ETF worth $775K as of Q3 2025.
Watts Gwilliam & Co left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q3 2025.
iShares 0-1 Year Treasury Bond ETF made up 0.13% of Watts Gwilliam & Co's portfolio in Q3 2025, its #103 holding.
Watts Gwilliam & Co first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and has held it in 6 quarters since.
Watts Gwilliam & Co's iShares 0-1 Year Treasury Bond ETF position peaked at $876K in Q1 2025.
684 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.