Blueprint Investment Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Blueprint Investment Partners’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	$14M	Sell	126,917 -114,774	-47%	-$12.7M	1.17%	17
2026 Q1	$26.7M	Buy	+241,691	New	+$26.6M	2.72%	9
2025 Q2	–	Sell	-82,972	Closed	-$9.17M	–	99
2025 Q1	$9.17M	Sell	82,972 -97,048	-54%	-$10.7M	1.67%	18
2024 Q4	$19.8M	Buy	180,020 +81,977	+84%	+$9.04M	3.15%	7
2024 Q3	$10.8M	Buy	98,043 +28,026	+40%	+$3.09M	1.97%	13
2024 Q2	$7.74M	Buy	70,017 +10,020	+17%	+$1.1M	1.67%	16
2024 Q1	$6.63M	Buy	59,997 +58,099	+3,061%	+$6.41M	1.31%	16
2023 Q4	$209K	Sell	1,898 -129,419	-99%	-$14.3M	0.06%	130
2023 Q3	$14.5M	Buy	131,317 +77,488	+144%	+$8.54M	4.66%	6
2023 Q2	$5.95M	Sell	53,829 -47,298	-47%	-$5.21M	2.13%	13
2023 Q1	$11.2M	Sell	101,127 -109,998	-52%	-$12.1M	2.55%	8
2022 Q4	$23.2M	Sell	211,125 -258,342	-55%	-$28.4M	4.91%	4
2022 Q3	$51.6M	Sell	469,467 -61,269	-12%	-$6.74M	14.08%	2
2022 Q2	$58.4M	Buy	530,736 +410,051	+340%	+$45.2M	15.74%	2
2022 Q1	$13.3M	Buy	+120,685	New	+$13.3M	3.42%	6

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

Blueprint Investment Partners's SHV Position: Q2 2026 in Review

Blueprint Investment Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 47% in Q2 2026, selling an estimated $12.7M and leaving 126,917 shares worth $14M. The position accounts for 1.17% of the portfolio, ranked #17.

Blueprint Investment Partners first reported a position in SHV in Q1 2022 and has held it in 15 quarters since. The position peaked at $58.4M in Q2 2022. 724 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Blueprint Investment Partners held 126,917 shares of iShares 0-1 Year Treasury Bond ETF worth $14M as of Q2 2026.
Blueprint Investment Partners sold 114,774 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $12.7M.
iShares 0-1 Year Treasury Bond ETF made up 1.17% of Blueprint Investment Partners's portfolio in Q2 2026, its #17 holding.
Blueprint Investment Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and has held it in 15 quarters since.
Blueprint Investment Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $58.4M in Q2 2022.
724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Blueprint Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.