WF
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Wayfinding Financial’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Wayfinding Financial’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
Q2 		– Sell
-648
Closed -$71K – 606
2025
Q1 		$71K Buy
+648
New +$71.5K 0.03% 290

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Morgan Stanley
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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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Wayfinding Financial's SHV Position: Q2 2025 in Review

Wayfinding Financial sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 648 shares — an estimated $71K sold.

Wayfinding Financial first reported a position in SHV in Q1 2025 and held it in 1 quarter. The position peaked at $71K in Q1 2025. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

  • Wayfinding Financial reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Wayfinding Financial sold 648 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $71K.
  • Wayfinding Financial first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2025 and held it in 1 quarter.
  • Wayfinding Financial's iShares 0-1 Year Treasury Bond ETF position peaked at $71K in Q1 2025.
  • 713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.