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

Beaumont 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 Q1	$736K	Sell	6,670 -120	-2%	-$13.2K	0.91%	22
2025 Q4	$748K	Buy	6,790 +1,056	+18%	+$116K	0.92%	20
2025 Q3	$634K	Sell	5,734 -37	-0.6%	-$4.08K	0.42%	41
2025 Q2	$637K	Buy	5,771 +3,108	+117%	+$343K	0.44%	39
2025 Q1	$294K	Buy	+2,663	New	+$294K	0.22%	52
2023 Q2	–	Sell	-124,011	Closed	-$13.7M	–	43
2023 Q1	$13.7M	Buy	+124,011	New	+$13.7M	9.52%	3
2022 Q3	–	Sell	-146,389	Closed	-$16.1M	–	41
2022 Q2	$16.1M	Buy	+146,389	New	+$16.1M	13.3%	2

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beaumont Capital Management's SHV Position: Q1 2026 in Review

Beaumont Capital Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.8% in Q1 2026, selling an estimated $13.2K and leaving 6,670 shares worth $736K. The position accounts for 0.91% of the portfolio, ranked #22.

Beaumont Capital Management first reported a position in SHV in Q2 2022 and has held it in 7 quarters since. The position peaked at $16.1M in Q2 2022. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Beaumont Capital Management held 6,670 shares of iShares 0-1 Year Treasury Bond ETF worth $736K as of Q1 2026.
Beaumont Capital Management sold 120 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $13.2K.
iShares 0-1 Year Treasury Bond ETF made up 0.91% of Beaumont Capital Management's portfolio in Q1 2026, its #22 holding.
Beaumont Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and has held it in 7 quarters since.
Beaumont Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $16.1M in Q2 2022.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Beaumont Capital Management's 13F filing for Q1 2026, filed 14 May 2026.