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

Climber Capital’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 		$7.19M Buy
85,385
+19,210
+29% +$2.12M 4.4% 4
2026
Q1 		$7.3M Sell
66,175
-20,435
-24% -$2.25M 4.78% 3
2025
Q4 		$7.32M Buy
+86,610
New +$9.55M 4.77% 4
2025
Q2 		$8.81M Sell
100,295
-2,520
-2% -$278K 5.65% 3
2025
Q1 		$8.04M Buy
102,815
+5,820
+6% +$642K 6.33% 3
2024
Q4 		$8.96M Buy
+96,995
New +$10.7M 7.38% 3

Other funds holding SHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return

Climber Capital's SHV Position: Q2 2026 in Review

Climber Capital increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 29% in Q2 2026, buying an estimated $2.12M and bringing the position to 85,385 shares worth $7.19M. The position accounts for 4.4% of the portfolio, ranked #4.

Climber Capital first reported a position in SHV in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.96M in Q4 2024. 334 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Climber Capital held 85,385 shares of iShares 0-1 Year Treasury Bond ETF worth $7.19M as of Q2 2026.
  • Climber Capital bought 19,210 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.12M.
  • iShares 0-1 Year Treasury Bond ETF made up 4.4% of Climber Capital's portfolio in Q2 2026, its #4 holding.
  • Climber Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Climber Capital's iShares 0-1 Year Treasury Bond ETF position peaked at $8.96M in Q4 2024.
  • 334 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Climber Capital's 13F filing for Q2 2026, filed 22 Jul 2026.