CVA Family Office’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

CVA Family Office’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	$8.98M	Buy	81,389 +342	+0.4%	+$37.7K	0.81%	27
2026 Q1	$8.95M	Buy	81,047 +4,477	+6%	+$494K	0.94%	26
2025 Q4	$8.43M	Buy	76,570 +16,927	+28%	+$1.87M	0.97%	26
2025 Q3	$6.59M	Buy	59,643 +16,442	+38%	+$1.81M	0.85%	32
2025 Q2	$4.77M	Buy	43,201 +9,594	+29%	+$1.06M	0.67%	36
2025 Q1	$3.71M	Buy	33,607 +8,353	+33%	+$921K	0.57%	39
2024 Q4	$2.78M	Buy	25,254 +3,612	+17%	+$398K	0.44%	50
2024 Q3	$2.39M	Buy	21,642 +2,725	+14%	+$301K	0.39%	49
2024 Q2	$2.09M	Buy	18,917 +3,420	+22%	+$377K	0.38%	49
2024 Q1	$1.71M	Buy	15,497 +13,853	+843%	+$1.53M	0.31%	59
2023 Q4	$181K	Buy	+1,644	New	+$181K	0.04%	248

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

CVA Family Office's SHV Position: Q2 2026 in Review

CVA Family Office increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.42% in Q2 2026, buying an estimated $37.7K and bringing the position to 81,389 shares worth $8.98M. The position accounts for 0.81% of the portfolio, ranked #27.

CVA Family Office first reported a position in SHV in Q4 2023 and has held it in 11 quarters since. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

CVA Family Office held 81,389 shares of iShares 0-1 Year Treasury Bond ETF worth $8.98M as of Q2 2026.
CVA Family Office bought 342 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $37.7K.
iShares 0-1 Year Treasury Bond ETF made up 0.81% of CVA Family Office's portfolio in Q2 2026, its #27 holding.
CVA Family Office first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.