Excalibur Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Excalibur Management’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	$337K	Buy	3,056 +464	+18%	+$51.1K	0.11%	130
2026 Q1	$286K	Buy	2,592 +432	+20%	+$47.6K	0.1%	136
2025 Q4	$238K	Buy	+2,160	New	+$238K	0.09%	148
2020 Q3	–	Sell	-17,327	Closed	-$1.92M	–	145
2020 Q2	$1.92M	Buy	17,327 +13,682	+375%	+$1.52M	1.28%	21
2020 Q1	$405K	Sell	3,645 -355	-9%	-$39.3K	0.31%	63
2019 Q4	$442K	Buy	+4,000	New	+$442K	0.29%	67

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

Excalibur Management's SHV Position: Q2 2026 in Review

Excalibur Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 18% in Q2 2026, buying an estimated $51.1K and bringing the position to 3,056 shares worth $337K. The position accounts for 0.11% of the portfolio, ranked #130.

Excalibur Management first reported a position in SHV in Q4 2019 and has held it in 6 quarters since. The position peaked at $1.92M in Q2 2020. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Excalibur Management held 3,056 shares of iShares 0-1 Year Treasury Bond ETF worth $337K as of Q2 2026.
Excalibur Management bought 464 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $51.1K.
iShares 0-1 Year Treasury Bond ETF made up 0.11% of Excalibur Management's portfolio in Q2 2026, its #130 holding.
Excalibur Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 6 quarters since.
Excalibur Management's iShares 0-1 Year Treasury Bond ETF position peaked at $1.92M in Q2 2020.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Excalibur Management's 13F filing for Q2 2026, filed 3 Aug 2026.