Brighton Jones LLC’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Brighton Jones LLC’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	$721K	Buy	6,532 +809	+14%	+$89.2K	0.01%	638
2026 Q1	$632K	Buy	+5,723	New	+$631K	0.01%	599
2025 Q4	–	Sell	-4,170	Closed	-$461K	–	794
2025 Q3	$461K	Sell	4,170 -79	-2%	-$8.71K	0.01%	655
2025 Q2	$469K	Buy	4,249 +75	+2%	+$8.27K	0.01%	562
2025 Q1	$461K	Sell	4,174 -1,025	-20%	-$113K	0.01%	412
2024 Q4	$572K	Buy	+5,199	New	+$573K	0.02%	357
2024 Q3	–	Sell	-3,747	Closed	-$414K	–	656
2024 Q2	$414K	Sell	3,747 -1,402	-27%	-$155K	0.01%	392
2024 Q1	$569K	Sell	5,149 -1	-0%	-$110	0.02%	322
2023 Q4	$567K	Sell	5,150 -21	-0.4%	-$2.31K	0.02%	303
2023 Q3	$571K	Buy	+5,171	New	+$570K	0.03%	261
2021 Q3	–	Sell	-3,169	Closed	-$350K	–	511
2021 Q2	$350K	Buy	+3,169	New	+$350K	0.02%	322
2019 Q4	–	Sell	-1,912	Closed	-$212K	–	324
2019 Q3	$212K	Buy	+1,912	New	+$211K	0.02%	287

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

Brighton Jones LLC's SHV Position: Q2 2026 in Review

Brighton Jones LLC increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 14% in Q2 2026, buying an estimated $89.2K and bringing the position to 6,532 shares worth $721K. The position accounts for 0.01% of the portfolio, ranked #638.

Brighton Jones LLC first reported a position in SHV in Q3 2019 and has held it in 12 quarters since. 726 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Brighton Jones LLC held 6,532 shares of iShares 0-1 Year Treasury Bond ETF worth $721K as of Q2 2026.
Brighton Jones LLC bought 809 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $89.2K.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #638 holding.
Brighton Jones LLC first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2019 and has held it in 12 quarters since.
726 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.