Avalon Capital Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Avalon Capital 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
2026 Q2	$2.43M	Buy	22,039 +14,676	+199%	+$1.62M	0.57%	35
2026 Q1	$813K	Sell	7,363 -320	-4%	-$35.3K	0.23%	59
2025 Q4	$846K	Sell	7,683 -27,985	-78%	-$3.09M	0.2%	66
2025 Q3	$3.94M	Sell	35,668 -16,270	-31%	-$1.79M	0.97%	28
2025 Q2	$5.73M	Buy	51,938 +13,068	+34%	+$1.44M	1.54%	21
2025 Q1	$4.29M	Buy	38,870 +12,252	+46%	+$1.35M	1.25%	27
2024 Q4	$2.93M	Buy	26,618 +14,424	+118%	+$1.59M	0.95%	28
2024 Q3	$1.35M	Buy	+12,194	New	+$1.35M	0.41%	46

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

Avalon Capital Management's SHV Position: Q2 2026 in Review

Avalon Capital Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 199% in Q2 2026, buying an estimated $1.62M and bringing the position to 22,039 shares worth $2.43M. The position accounts for 0.57% of the portfolio, ranked #35.

Avalon Capital Management first reported a position in SHV in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.73M in Q2 2025. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Avalon Capital Management held 22,039 shares of iShares 0-1 Year Treasury Bond ETF worth $2.43M as of Q2 2026.
Avalon Capital Management bought 14,676 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.62M.
iShares 0-1 Year Treasury Bond ETF made up 0.57% of Avalon Capital Management's portfolio in Q2 2026, its #35 holding.
Avalon Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Avalon Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $5.73M in Q2 2025.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.