WIM
SHV icon

Wittenberg Investment Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Wittenberg Investment Management’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
-3,800
Closed -$420K – 78
2025
Q1 		$420K Buy
3,800
+1,800
+90% +$199K 0.19% 49
2024
Q4 		$220K Buy
+2,000
New +$221K 0.09% 64

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
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

Wittenberg Investment Management's SHV Position: Q2 2025 in Review

Wittenberg Investment Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 3,800 shares — an estimated $420K sold.

Wittenberg Investment Management first reported a position in SHV in Q4 2024 and held it in 2 quarters. The position peaked at $420K in Q1 2025. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

  • Wittenberg Investment Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Wittenberg Investment Management sold 3,800 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $420K.
  • Wittenberg Investment Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and held it in 2 quarters.
  • Wittenberg Investment Management's iShares 0-1 Year Treasury Bond ETF position peaked at $420K in Q1 2025.
  • 713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Wittenberg Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.