Arrien Investments’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Arrien Investments’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	$888K	Sell	8,047 -1,497	-16%	-$165K	0.45%	21
2026 Q1	$1.05M	Sell	9,544 -660	-6%	-$72.8K	0.57%	20
2025 Q4	$1.12M	Sell	10,204 -4,926	-33%	-$543K	0.63%	20
2025 Q3	$1.67M	Sell	15,130 -7,426	-33%	-$819K	0.98%	17
2025 Q2	$2.49M	Sell	22,556 -11,336	-33%	-$1.25M	1.57%	14
2025 Q1	$3.74M	Buy	33,892 +6,746	+25%	+$744K	2.68%	10
2024 Q4	$3M	Sell	27,146 -9,212	-25%	-$1.02M	2.14%	10
2024 Q3	$4.02M	Buy	36,358 +9,624	+36%	+$1.06M	2.9%	10
2024 Q2	$2.95M	Buy	26,734 +9,597	+56%	+$1.06M	2.31%	12
2024 Q1	$1.89M	Buy	17,137 +13,503	+372%	+$1.49M	1.5%	13
2023 Q4	$400K	Buy	+3,634	New	+$401K	0.35%	24

Other funds holding SHV

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Arrien Investments's SHV Position: Q2 2026 in Review

Arrien Investments reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 16% in Q2 2026, selling an estimated $165K and leaving 8,047 shares worth $888K. The position accounts for 0.45% of the portfolio, ranked #21.

Arrien Investments first reported a position in SHV in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.02M in Q3 2024. 514 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Arrien Investments held 8,047 shares of iShares 0-1 Year Treasury Bond ETF worth $888K as of Q2 2026.
Arrien Investments sold 1,497 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $165K.
iShares 0-1 Year Treasury Bond ETF made up 0.45% of Arrien Investments's portfolio in Q2 2026, its #21 holding.
Arrien Investments first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Arrien Investments's iShares 0-1 Year Treasury Bond ETF position peaked at $4.02M in Q3 2024.
514 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Arrien Investments's 13F filing for Q2 2026, filed 30 Jul 2026.