Birchcreek Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Birchcreek Wealth 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	$2.1M	Buy	19,069 +4,531	+31%	+$499K	0.82%	22
2026 Q1	$1.6M	Buy	14,538 +39	+0.3%	+$4.3K	0.77%	23
2025 Q4	$1.6M	Sell	14,499 -4,426	-23%	-$488K	0.78%	23
2025 Q3	$2.09M	Sell	18,925 -454	-2%	-$50.1K	1.08%	17
2025 Q2	$2.14M	Sell	19,379 -1,586	-8%	-$175K	1.21%	17
2025 Q1	$2.32M	Sell	20,965 -1,106	-5%	-$122K	1.46%	14
2024 Q4	$2.43M	Sell	22,071 -21,621	-49%	-$2.38M	1.53%	15
2024 Q3	$4.83M	Sell	43,692 -74,806	-63%	-$8.26M	3.17%	7
2024 Q2	$13.1M	Buy	118,498 +10,267	+9%	+$1.13M	7.37%	2
2024 Q1	$12M	Buy	108,231 +21,938	+25%	+$2.42M	6.29%	2
2023 Q4	$9.5M	Buy	86,293 +38,404	+80%	+$4.23M	5.68%	3
2023 Q3	$5.29M	Buy	47,889 +5,455	+13%	+$601K	3.59%	5
2023 Q2	$4.69M	Buy	42,434 +13,476	+47%	+$1.49M	3.27%	6
2023 Q1	$3.2M	Buy	+28,958	New	+$3.19M	2.53%	9

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

Birchcreek Wealth Management's SHV Position: Q2 2026 in Review

Birchcreek Wealth Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 31% in Q2 2026, buying an estimated $499K and bringing the position to 19,069 shares worth $2.1M. The position accounts for 0.82% of the portfolio, ranked #22.

Birchcreek Wealth Management first reported a position in SHV in Q1 2023 and has held it in 14 quarters since. The position peaked at $13.1M in Q2 2024. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Birchcreek Wealth Management held 19,069 shares of iShares 0-1 Year Treasury Bond ETF worth $2.1M as of Q2 2026.
Birchcreek Wealth Management bought 4,531 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $499K.
iShares 0-1 Year Treasury Bond ETF made up 0.82% of Birchcreek Wealth Management's portfolio in Q2 2026, its #22 holding.
Birchcreek Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
Birchcreek Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $13.1M in Q2 2024.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.