Blalock Williams’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Blalock Williams’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	$808K	Buy	7,325 +71	+1%	+$7.83K	0.52%	49
2026 Q1	$801K	Sell	7,254 -57	-0.8%	-$6.29K	0.62%	43
2025 Q4	$805K	Buy	7,311 +210	+3%	+$23.2K	0.64%	40
2025 Q3	$785K	Buy	7,101 +100	+1%	+$11K	0.69%	39
2025 Q2	$773K	Buy	7,001 +1,373	+24%	+$151K	0.77%	36
2025 Q1	$622K	Sell	5,628 -3	-0.1%	-$331	0.7%	41
2024 Q4	$620K	Buy	+5,631	New	+$621K	0.72%	36

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

Blalock Williams's SHV Position: Q2 2026 in Review

Blalock Williams increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.98% in Q2 2026, buying an estimated $7.83K and bringing the position to 7,325 shares worth $808K. The position accounts for 0.52% of the portfolio, ranked #49.

Blalock Williams first reported a position in SHV in Q4 2024 and has held it in 7 quarters since. 724 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Blalock Williams held 7,325 shares of iShares 0-1 Year Treasury Bond ETF worth $808K as of Q2 2026.
Blalock Williams bought 71 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $7.83K.
iShares 0-1 Year Treasury Bond ETF made up 0.52% of Blalock Williams's portfolio in Q2 2026, its #49 holding.
Blalock Williams first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Blalock Williams's 13F filing for Q2 2026, filed 7 Aug 2026.