Waypoint Wealth Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Waypoint Wealth Partners’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	$495K	Buy	+4,485	New	+$495K	0.12%	47

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

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

Waypoint Wealth Partners's SHV Position: Q2 2025 in Review

Waypoint Wealth Partners opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025: 4,485 shares worth $495K. The stake represents 0.12% of the portfolio and ranks #47 among its holdings.

713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

Waypoint Wealth Partners held 4,485 shares of iShares 0-1 Year Treasury Bond ETF worth $495K as of Q2 2025.
iShares 0-1 Year Treasury Bond ETF was a new Waypoint Wealth Partners position in Q2 2025.
iShares 0-1 Year Treasury Bond ETF made up 0.12% of Waypoint Wealth Partners's portfolio in Q2 2025, its #47 holding.
713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.