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 Q2	$798K	Buy	7,234 +564	+8%	+$62.2K	0.92%	23
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 $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

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

Beaumont Capital Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 8.5% in Q2 2026, buying an estimated $62.2K and bringing the position to 7,234 shares worth $798K. The position accounts for 0.92% of the portfolio, ranked #23.

Beaumont Capital Management first reported a position in SHV in Q2 2022 and has held it in 8 quarters since. The position peaked at $16.1M in Q2 2022. 723 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Beaumont Capital Management held 7,234 shares of iShares 0-1 Year Treasury Bond ETF worth $798K as of Q2 2026.
Beaumont Capital Management bought 564 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $62.2K.
iShares 0-1 Year Treasury Bond ETF made up 0.92% of Beaumont Capital Management's portfolio in Q2 2026, its #23 holding.
Beaumont Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and has held it in 8 quarters since.
Beaumont Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $16.1M in Q2 2022.
723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Beaumont Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.