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

Cabana 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 Q3	$1.38M	Buy	+12,479	New	+$1.38M	8.81%	4
2025 Q4	–	Sell	-7,417	Closed	-$820K	–	19
2025 Q3	$820K	Buy	7,417 +55	+0.7%	+$6.07K	5.01%	8
2025 Q2	$813K	Buy	+7,362	New	+$812K	4.66%	10
2022 Q4	–	Sell	-204,935	Closed	-$22.5M	–	3
2022 Q3	$22.5M	Buy	+204,935	New	+$22.5M	100%	1
2020 Q2	$1.61M	Sell	14,502 -1,159,882	-99%	-$129M	0.15%	18
2020 Q1	$130M	Buy	1,174,384 +1,161,252	+8,843%	+$129M	13.78%	5
2019 Q4	$1.45M	Buy	13,132 +158	+1%	+$17.5K	0.17%	22
2019 Q3	$1.44M	Sell	12,974 -8,071	-38%	-$892K	0.19%	29
2019 Q2	$2.33M	Buy	21,045 +8,420	+67%	+$930K	0.36%	22
2019 Q1	$1.4M	Buy	12,625 +49	+0.4%	+$5.41K	0.26%	16
2018 Q4	$1.39M	Buy	12,576 +86	+0.7%	+$9.49K	0.29%	18
2018 Q3	$1.38M	Buy	12,490 +55	+0.4%	+$6.07K	0.32%	34
2018 Q2	$1.37M	Sell	12,435 -12,351	-50%	-$1.36M	0.36%	34
2018 Q1	$2.73M	Buy	+24,786	New	+$2.73M	0.13%	24

Other funds holding SHV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $796M AUM 17.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return

Cabana LLC's SHV Position: Q3 2026 in Review

Cabana LLC opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2026: 12,479 shares worth $1.38M. The stake represents 8.81% of the portfolio and ranks #4 among its holdings. This is a return to the name: Cabana LLC previously reported a position in SHV as recently as Q3 2025.

Cabana LLC first reported a position in SHV in Q1 2018 and has held it in 14 quarters since. The position peaked at $130M in Q1 2020. 487 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Cabana LLC held 12,479 shares of iShares 0-1 Year Treasury Bond ETF worth $1.38M as of Q3 2026.
iShares 0-1 Year Treasury Bond ETF was a new Cabana LLC position in Q3 2026.
iShares 0-1 Year Treasury Bond ETF made up 8.81% of Cabana LLC's portfolio in Q3 2026, its #4 holding.
Cabana LLC first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2018 and has held it in 14 quarters since.
Cabana LLC's iShares 0-1 Year Treasury Bond ETF position peaked at $130M in Q1 2020.
487 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Cabana LLC's 13F filing for Q3 2026, filed 4 Nov 2026.