WJ Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

WJ Wealth 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 Q3	–	Sell	-12,198	Closed	-$1.35M	–	96
2025 Q2	$1.35M	Buy	12,198 +2,160	+22%	+$238K	0.43%	37
2025 Q1	$1.11M	Buy	10,038 +2,026	+25%	+$223K	0.39%	38
2024 Q4	$882K	Buy	8,012 +957	+14%	+$106K	0.3%	46
2024 Q3	$780K	Sell	7,055 -6,984	-50%	-$771K	0.27%	47
2024 Q2	$1.55M	Sell	14,039 -1,993	-12%	-$220K	0.56%	32
2024 Q1	$1.77M	Sell	16,032 -37,085	-70%	-$4.09M	0.71%	33
2023 Q4	$5.85M	Sell	53,117 -86,124	-62%	-$9.49M	2.54%	10
2023 Q3	$15.4M	Buy	139,241 +3,026	+2%	+$334K	7.47%	3
2023 Q2	$15M	Buy	136,215 +31,779	+30%	+$3.5M	7.12%	3
2023 Q1	$11.5M	Buy	+104,436	New	+$11.5M	7.81%	3

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WJ Wealth Management's SHV Position: Q3 2025 in Review

WJ Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2025, closing a stake of 12,198 shares — an estimated $1.35M sold.

WJ Wealth Management first reported a position in SHV in Q1 2023 and held it in 10 quarters. The position peaked at $15.4M in Q3 2023. 684 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

WJ Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
WJ Wealth Management sold 12,198 iShares 0-1 Year Treasury Bond ETF shares in Q3 2025, an estimated $1.35M.
WJ Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and held it in 10 quarters.
WJ Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $15.4M in Q3 2023.
684 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on WJ Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.