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Wilmington Savings Fund Society’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Wilmington Savings Fund Society’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
-10,650
Closed -$1.18M – 1940
2025
Q2 		$1.18M Buy
10,650
+8,719
+452% +$961K 0.02% 398
2025
Q1 		$213K Buy
1,931
+45
+2% +$4.96K ﹤0.01% 783
2024
Q4 		$208K Hold
1,886
– – ﹤0.01% 817
2024
Q3 		$209K Buy
+1,886
New +$208K ﹤0.01% 803

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

Wilmington Savings Fund Society's SHV Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2025, closing a stake of 10,650 shares — an estimated $1.18M sold.

Wilmington Savings Fund Society first reported a position in SHV in Q3 2024 and held it in 4 quarters. The position peaked at $1.18M in Q2 2025. 684 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 10,650 iShares 0-1 Year Treasury Bond ETF shares in Q3 2025, an estimated $1.18M.
  • Wilmington Savings Fund Society first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's iShares 0-1 Year Treasury Bond ETF position peaked at $1.18M in Q2 2025.
  • 684 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.