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 Q3	$6.73M	Sell	84,399 -986	-1%	-$109K	4.11%	4
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	+$9.6M	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

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $459M AUM 37.78% 1-Year Est. Return

Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return

Climber Capital's SHV Position: Q3 2026 in Review

Climber Capital reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.2% in Q3 2026, selling an estimated $109K and leaving 84,399 shares worth $6.73M. The position accounts for 4.11% of the portfolio, ranked #4.

Climber Capital first reported a position in SHV in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.96M in Q4 2024. 319 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Climber Capital held 84,399 shares of iShares 0-1 Year Treasury Bond ETF worth $6.73M as of Q3 2026.
Climber Capital sold 986 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $109K.
iShares 0-1 Year Treasury Bond ETF made up 4.11% of Climber Capital's portfolio in Q3 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 7 quarters since.
Climber Capital's iShares 0-1 Year Treasury Bond ETF position peaked at $8.96M in Q4 2024.
319 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Climber Capital's 13F filing for Q3 2026, filed 20 Oct 2026.