Woodward Diversified Capital’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Woodward Diversified 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 Q1	–	Sell	-2,821	Closed	-$311K	–	143
2024 Q4	$311K	Sell	2,821 -2,772	-50%	-$306K	0.23%	91
2024 Q3	$619K	Sell	5,593 -349	-6%	-$38.5K	0.39%	75
2024 Q2	$657K	Buy	5,942 +1,282	+28%	+$141K	0.39%	71
2024 Q1	$515K	Sell	4,660 -1,569	-25%	-$173K	0.32%	87
2023 Q4	$686K	Sell	6,229 -1,297	-17%	-$143K	0.43%	62
2023 Q3	$831K	Buy	7,526 +2,777	+58%	+$306K	0.6%	50
2023 Q2	$525K	Buy	4,749 +1,269	+36%	+$140K	0.4%	67
2023 Q1	$385K	Sell	3,480 -30	-0.9%	-$3.31K	0.3%	84
2022 Q4	$386K	Buy	+3,510	New	+$386K	0.31%	82

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Woodward Diversified Capital's SHV Position: Q1 2025 in Review

Woodward Diversified Capital sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2025, closing a stake of 2,821 shares — an estimated $311K sold.

Woodward Diversified Capital first reported a position in SHV in Q4 2022 and held it in 9 quarters. The position peaked at $831K in Q3 2023. 721 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

Woodward Diversified Capital reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Woodward Diversified Capital sold 2,821 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $311K.
Woodward Diversified Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 9 quarters.
Woodward Diversified Capital's iShares 0-1 Year Treasury Bond ETF position peaked at $831K in Q3 2023.
721 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Woodward Diversified Capital's 13F filing for Q1 2025, filed 2 May 2025.