Burford Brothers’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Burford Brothers’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	$1.32M	Sell	11,962 -47	-0.4%	-$5.18K	0.48%	46
2026 Q1	$1.33M	Buy	+12,009	New	+$1.32M	0.54%	41
2025 Q4	–	Sell	-6,269	Closed	-$693K	–	180
2025 Q3	$693K	Sell	6,269 -12,376	-66%	-$1.36M	0.3%	81
2025 Q2	$2.06M	Buy	18,645 +10,393	+126%	+$1.15M	0.94%	23
2025 Q1	$912K	Buy	+8,252	New	+$910K	0.44%	55
2024 Q4	–	Sell	-12,869	Closed	-$1.42M	–	166
2024 Q3	$1.42M	Buy	+12,869	New	+$1.42M	0.74%	30
2024 Q1	–	Sell	-16,998	Closed	-$1.87M	–	156
2023 Q4	$1.87M	Buy	+16,998	New	+$1.87M	1.32%	13

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

Burford Brothers's SHV Position: Q2 2026 in Review

Burford Brothers reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.39% in Q2 2026, selling an estimated $5.18K and leaving 11,962 shares worth $1.32M. The position accounts for 0.48% of the portfolio, ranked #46.

Burford Brothers first reported a position in SHV in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.06M in Q2 2025. 724 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Burford Brothers held 11,962 shares of iShares 0-1 Year Treasury Bond ETF worth $1.32M as of Q2 2026.
Burford Brothers sold 47 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.18K.
iShares 0-1 Year Treasury Bond ETF made up 0.48% of Burford Brothers's portfolio in Q2 2026, its #46 holding.
Burford Brothers first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 7 quarters since.
Burford Brothers's iShares 0-1 Year Treasury Bond ETF position peaked at $2.06M in Q2 2025.
724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.