SHV — iShares Short Treasury Bond ETF

Ownership history in Able Wealth Management LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Able Wealth Management LLC reported a position in iShares Short Treasury Bond ETF (SHV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
17.68% (2024 Q3)
Avg. % of fund
13.86%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 370,179 +154,913 +72.0% 12.90% $40.8M $109.51
2025 Q3 ADDED 215,266 +3,638 +1.7% 8.94% $23.8M $108.41
2025 Q2 ADDED 211,628 +6,422 +3.1% 11.78% $23.4M $107.23
2025 Q1 ADDED 205,206 +1,776 +0.9% 13.37% $22.7M $106.15
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SHV price (monthly, adj. close)

Other funds also holding SHV

As of 2025 Q4 — sorted by position size

Hansen & Associates Financial Group, Inc. 29.71% Legacy Advisory Services, LLC 20.25% Client First Capital LLC 3Y 15.24% Bull Oak Capital, LLC 9.96% Allred Capital Management, LLC 3Y 7Y 9.63% PARAGON CAPITAL MANAGEMENT INC 8.53% CAPSTONE WEALTH MANAGEMENT GROUP, LLC 3Y 7.52% White Lighthouse Investment Management Inc. 3Y 7Y 7.26% Bulltick Wealth Management, LLC 7.18% Cynosure Group, LLC 3Y 7Y 6.26%
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