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

Wooster Corthell 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 Q2	$5.66M	Buy	51,273 +25,637	+100%	+$2.83M	1.05%	21
2025 Q1	$2.83M	Buy	25,636 +9,833	+62%	+$1.08M	0.58%	28
2024 Q4	$1.74M	Buy	15,803 +436	+3%	+$48.1K	0.38%	28
2024 Q3	$1.7M	Buy	15,367 +2,765	+22%	+$305K	0.36%	30
2024 Q2	$1.39M	Buy	12,602 +2,722	+28%	+$300K	0.32%	29
2024 Q1	$1.09M	Buy	9,880 +4,352	+79%	+$480K	0.25%	37
2023 Q4	$609K	Buy	5,528 +3,504	+173%	+$386K	0.15%	43
2023 Q3	$224K	Buy	+2,024	New	+$223K	0.06%	47

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

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

Wooster Corthell Wealth Management's SHV Position: Q2 2025 in Review

Wooster Corthell Wealth Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 100% in Q2 2025, buying an estimated $2.83M and bringing the position to 51,273 shares worth $5.66M. The position accounts for 1.05% of the portfolio, ranked #21.

Wooster Corthell Wealth Management first reported a position in SHV in Q3 2023 and has held it in 8 quarters since. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

Wooster Corthell Wealth Management held 51,273 shares of iShares 0-1 Year Treasury Bond ETF worth $5.66M as of Q2 2025.
Wooster Corthell Wealth Management bought 25,637 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $2.83M.
iShares 0-1 Year Treasury Bond ETF made up 1.05% of Wooster Corthell Wealth Management's portfolio in Q2 2025, its #21 holding.
Wooster Corthell Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and has held it in 8 quarters since.
713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Wooster Corthell Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.