Bearing Point Capital’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Bearing Point Capital’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	–	Sell	-3,875	Closed	-$428K	–	206
2026 Q1	$428K	Sell	3,875 -270	-7%	-$29.8K	0.07%	140
2025 Q4	$457K	Buy	4,145 +445	+12%	+$49.1K	0.07%	146
2025 Q3	$409K	Sell	3,700 -545	-13%	-$60.1K	0.07%	138
2025 Q2	$469K	Buy	+4,245	New	+$468K	0.09%	129
2025 Q1	–	Sell	-15,725	Closed	-$1.73M	–	170
2024 Q4	$1.73M	Buy	+15,725	New	+$1.73M	0.36%	72

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

Bearing Point Capital's SHV Position: Q2 2026 in Review

Bearing Point Capital sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 3,875 shares — an estimated $428K sold.

Bearing Point Capital first reported a position in SHV in Q4 2024 and held it in 5 quarters. The position peaked at $1.73M in Q4 2024. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Bearing Point Capital reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Bearing Point Capital sold 3,875 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $428K.
Bearing Point Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and held it in 5 quarters.
Bearing Point Capital's iShares 0-1 Year Treasury Bond ETF position peaked at $1.73M in Q4 2024.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.