WBC
SHV icon

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

West Branch 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
Q3 		– Sell
-2,003
Closed -$221K – 485
2025
Q2 		$221K Buy
2,003
+21
+1% +$2.31K 0.07% 82
2025
Q1 		$219K Buy
1,982
+14
+0.7% +$1.54K 0.07% 79
2024
Q4 		$217K Buy
1,968
+31
+2% +$3.42K 0.07% 83
2024
Q3 		$214K Buy
1,937
+25
+1% +$2.76K 0.07% 83
2024
Q2 		$211K Buy
1,912
+24
+1% +$2.65K 0.08% 79
2024
Q1 		$209K Buy
1,888
+7
+0.4% +$772 0.08% 81
2023
Q4 		$207K Sell
1,881
-3,066
-62% -$338K 0.1% 73
2023
Q3 		$546K Buy
4,947
+61
+1% +$6.72K 0.29% 48
2023
Q2 		$540K Buy
4,886
+56
+1% +$6.17K 0.27% 48
2023
Q1 		$534K Sell
4,830
-234
-5% -$25.8K 0.3% 48
2022
Q4 		$557K Sell
5,064
-211
-4% -$23.2K 0.34% 46
2022
Q3 		$580K Buy
5,275
+18
+0.3% +$1.98K 0.36% 52
2022
Q2 		$579K Buy
5,257
+5
+0.1% +$551 0.33% 53
2022
Q1 		$579K Hold
5,252
– – 0.28% 54
2021
Q4 		$580K Sell
5,252
-1,037
-16% -$115K 0.25% 55
2021
Q3 		$695K Hold
6,289
– – 0.33% 51
2021
Q2 		$695K Hold
6,289
– – 0.34% 51
2021
Q1 		$695K Sell
6,289
-333
-5% -$36.8K 0.41% 51
2020
Q4 		$732K Sell
6,622
-2,017
-23% -$223K 0.43% 49
2020
Q3 		$956K Buy
8,639
+3
+0% +$332 0.61% 43
2020
Q2 		$956K Buy
8,636
+23
+0.3% +$2.55K 0.67% 41
2020
Q1 		$956K Sell
8,613
-476
-5% -$52.7K 0.91% 33
2019
Q4 		$1M Sell
9,089
-120
-1% -$13.3K 0.7% 40
2019
Q3 		$1.02M Sell
9,209
-1,597
-15% -$177K 0.75% 46
2019
Q2 		$1.2M Sell
10,806
-988
-8% -$109K 0.99% 31
2019
Q1 		$1.3M Sell
11,794
-1,812
-13% -$200K 1.17% 26
2018
Q4 		$1.5M Buy
13,606
+4,717
+53% +$520K 1.58% 19
2018
Q3 		$982K Buy
+8,889
New +$981K 0.73% 43

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

West Branch Capital's SHV Position: Q3 2025 in Review

West Branch Capital sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2025, closing a stake of 2,003 shares — an estimated $221K sold.

West Branch Capital first reported a position in SHV in Q3 2018 and held it in 28 quarters. The position peaked at $1.5M in Q4 2018. 684 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

  • West Branch Capital reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • West Branch Capital sold 2,003 iShares 0-1 Year Treasury Bond ETF shares in Q3 2025, an estimated $221K.
  • West Branch Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2018 and held it in 28 quarters.
  • West Branch Capital's iShares 0-1 Year Treasury Bond ETF position peaked at $1.5M in Q4 2018.
  • 684 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on West Branch Capital's 13F filing for Q3 2025, filed 21 Oct 2025.