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BlueDoor Private Wealth’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

BlueDoor Private Wealth’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 		$208K Hold
1,888
– – 0.09% 157
2026
Q1 		$208K Hold
1,888
– – 0.1% 144
2025
Q4 		$208K Buy
+1,888
New +$208K 0.1% 144

Other funds holding SHV

BlackRock
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlueDoor Private Wealth's SHV Position: Q2 2026 in Review

BlueDoor Private Wealth held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 1,888 shares worth $208K. The position accounts for 0.09% of the portfolio, ranked #157.

BlueDoor Private Wealth first reported a position in SHV in Q4 2025 and has held it in 3 quarters since. The position peaked at $208K in Q1 2026. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • BlueDoor Private Wealth held 1,888 shares of iShares 0-1 Year Treasury Bond ETF worth $208K as of Q2 2026.
  • BlueDoor Private Wealth left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.09% of BlueDoor Private Wealth's portfolio in Q2 2026, its #157 holding.
  • BlueDoor Private Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • BlueDoor Private Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $208K in Q1 2026.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on BlueDoor Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.