Atomi Financial Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Atomi Financial Group’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	$2.35M	Buy	21,265 +949	+5%	+$105K	0.06%	230
2026 Q1	$2.24M	Sell	20,316 -891	-4%	-$98.2K	0.07%	226
2025 Q4	$2.34M	Buy	21,207 +1,480	+8%	+$163K	0.07%	209
2025 Q3	$2.18M	Buy	19,727 +1,446	+8%	+$159K	0.07%	191
2025 Q2	$2.02M	Sell	18,281 -934	-5%	-$103K	0.08%	185
2025 Q1	$2.12M	Buy	19,215 +595	+3%	+$65.6K	0.1%	154
2024 Q4	$2.05M	Sell	18,620 -3,604	-16%	-$397K	0.1%	143
2024 Q3	$2.46M	Buy	22,224 +583	+3%	+$64.3K	0.15%	111
2024 Q2	$2.39M	Buy	21,641 +13,523	+167%	+$1.49M	0.18%	104
2024 Q1	$897K	Buy	8,118 +2,149	+36%	+$237K	0.08%	199
2023 Q4	$657K	Buy	+5,969	New	+$658K	0.09%	205
2023 Q2	–	Sell	-28,580	Closed	-$3.16M	–	286
2023 Q1	$3.16M	Buy	+28,580	New	+$3.15M	1.76%	7

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

Atomi Financial Group's SHV Position: Q2 2026 in Review

Atomi Financial Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 4.7% in Q2 2026, buying an estimated $105K and bringing the position to 21,265 shares worth $2.35M. The position accounts for 0.06% of the portfolio, ranked #230.

Atomi Financial Group first reported a position in SHV in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.16M in Q1 2023. 724 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Atomi Financial Group held 21,265 shares of iShares 0-1 Year Treasury Bond ETF worth $2.35M as of Q2 2026.
Atomi Financial Group bought 949 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $105K.
iShares 0-1 Year Treasury Bond ETF made up 0.06% of Atomi Financial Group's portfolio in Q2 2026, its #230 holding.
Atomi Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and has held it in 12 quarters since.
Atomi Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $3.16M in Q1 2023.
724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.