55 North Private Wealth’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

55 North Private Wealth’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
2026 Q2	$250K	Sell	2,263 -1,725	-43%	-$190K	0.05%	223
2026 Q1	$440K	Sell	3,988 -1,347	-25%	-$149K	0.11%	90
2025 Q4	$588K	Buy	+5,335	New	+$588K	0.15%	68

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

55 North Private Wealth's SHV Position: Q2 2026 in Review

55 North Private Wealth reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 43% in Q2 2026, selling an estimated $190K and leaving 2,263 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #223.

55 North Private Wealth first reported a position in SHV in Q4 2025 and has held it in 3 quarters since. The position peaked at $588K in Q4 2025. 718 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

55 North Private Wealth held 2,263 shares of iShares 0-1 Year Treasury Bond ETF worth $250K as of Q2 2026.
55 North Private Wealth sold 1,725 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $190K.
iShares 0-1 Year Treasury Bond ETF made up 0.05% of 55 North Private Wealth's portfolio in Q2 2026, its #223 holding.
55 North Private Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
55 North Private Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $588K in Q4 2025.
718 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.