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

EdgeRock 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	$5.1M	Buy	4,621 +375	+9%	+$41.3K	1.16%	19
2026 Q1	$469K	Sell	4,246 -2,670	-39%	-$294K	0.13%	75
2025 Q4	$762K	Sell	6,916 -88	-1%	-$9.7K	0.2%	50
2025 Q3	$774K	Buy	7,004 +4,617	+193%	+$509K	0.22%	49
2025 Q2	$264K	Buy	+2,387	New	+$263K	0.08%	91
2023 Q3	–	Sell	-12,882	Closed	-$1.42M	–	78
2023 Q2	$1.42M	Buy	12,882 +4,421	+52%	+$487K	0.69%	16
2023 Q1	$935K	Buy	+8,461	New	+$932K	0.48%	18

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

EdgeRock Capital's SHV Position: Q2 2026 in Review

EdgeRock Capital increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 8.8% in Q2 2026, buying an estimated $41.3K and bringing the position to 4,621 shares worth $5.1M. The position accounts for 1.16% of the portfolio, ranked #19.

EdgeRock Capital first reported a position in SHV in Q1 2023 and has held it in 7 quarters since. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

EdgeRock Capital held 4,621 shares of iShares 0-1 Year Treasury Bond ETF worth $5.1M as of Q2 2026.
EdgeRock Capital bought 375 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $41.3K.
iShares 0-1 Year Treasury Bond ETF made up 1.16% of EdgeRock Capital's portfolio in Q2 2026, its #19 holding.
EdgeRock Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and has held it in 7 quarters since.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.