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Boreal Capital Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Boreal 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 		$261K Buy
+2,366
New +$261K 0.19% 97
2026
Q1 		– Sell
-2,366
Closed -$261K – 97
2025
Q4 		$261K Buy
2,366
+2,266
+2,266% +$250K 0.2% 109
2025
Q3 		$11K Hold
100
– – 0.01% 339
2025
Q2 		$11K Buy
+100
New +$11K 0.01% 333

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

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

Boreal Capital Management opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 2,366 shares worth $261K. The stake represents 0.19% of the portfolio and ranks #97 among its holdings. This is a return to the name: Boreal Capital Management previously reported a position in SHV as recently as Q4 2025.

Boreal Capital Management first reported a position in SHV in Q2 2025 and has held it in 4 quarters since. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Boreal Capital Management held 2,366 shares of iShares 0-1 Year Treasury Bond ETF worth $261K as of Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF was a new Boreal Capital Management position in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.19% of Boreal Capital Management's portfolio in Q2 2026, its #97 holding.
  • Boreal Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

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