BPC
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bearing Point Capital's SHV Position: Q1 2026 in Review

Bearing Point Capital reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 6.5% in Q1 2026, selling an estimated $29.8K and leaving 3,875 shares worth $428K. The position accounts for 0.07% of the portfolio, ranked #140.

Bearing Point Capital first reported a position in SHV in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.73M in Q4 2024. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Bearing Point Capital held 3,875 shares of iShares 0-1 Year Treasury Bond ETF worth $428K as of Q1 2026.
  • Bearing Point Capital sold 270 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $29.8K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.07% of Bearing Point Capital's portfolio in Q1 2026, its #140 holding.
  • Bearing Point Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Bearing Point Capital's iShares 0-1 Year Treasury Bond ETF position peaked at $1.73M in Q4 2024.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.