First Wilshire Securities Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

First Wilshire Securities 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	$922K	Buy	8,357 +75	+0.9%	+$8.27K	0.19%	45
2026 Q1	$914K	Buy	8,282 +2,944	+55%	+$325K	0.21%	45
2025 Q4	$588K	Buy	5,338 +69	+1%	+$7.61K	0.15%	57
2025 Q3	$582K	Buy	5,269 +55	+1%	+$6.07K	0.15%	56
2025 Q2	$576K	Buy	5,214 +54	+1%	+$5.95K	0.16%	55
2025 Q1	$570K	Buy	5,160 +35	+0.7%	+$3.86K	0.16%	50
2024 Q4	$564K	Buy	5,125 +82	+2%	+$9.04K	0.15%	55
2024 Q3	$558K	Buy	5,043 +43	+0.9%	+$4.75K	0.16%	51
2024 Q2	$553K	Hold	5,000	–	–	0.17%	52
2024 Q1	$553K	Hold	5,000	–	–	0.16%	53
2023 Q4	$551K	Hold	5,000	–	–	0.18%	55
2023 Q3	$552K	Buy	+5,000	New	+$551K	0.19%	54
2021 Q3	–	Sell	-8,000	Closed	-$884K	–	88
2021 Q2	$884K	Hold	8,000	–	–	0.31%	34
2021 Q1	$884K	Sell	8,000 -12,261	-61%	-$1.36M	0.33%	33
2020 Q4	$2.24M	Sell	20,261 -150	-0.7%	-$16.6K	0.9%	26
2020 Q3	$2.26M	Buy	20,411 +3,161	+18%	+$350K	1.08%	22
2020 Q2	$1.91M	Buy	17,250 +8,950	+108%	+$992K	0.88%	25
2020 Q1	$921K	Sell	8,300 -8,425	-50%	-$932K	0.52%	34
2019 Q4	$1.85M	Buy	16,725 +1,728	+12%	+$191K	0.69%	40
2019 Q3	$1.66M	Buy	+14,997	New	+$1.66M	0.63%	38

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

First Wilshire Securities Management's SHV Position: Q2 2026 in Review

First Wilshire Securities Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.91% in Q2 2026, buying an estimated $8.27K and bringing the position to 8,357 shares worth $922K. The position accounts for 0.19% of the portfolio, ranked #45.

First Wilshire Securities Management first reported a position in SHV in Q3 2019 and has held it in 20 quarters since. The position peaked at $2.26M in Q3 2020. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

First Wilshire Securities Management held 8,357 shares of iShares 0-1 Year Treasury Bond ETF worth $922K as of Q2 2026.
First Wilshire Securities Management bought 75 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $8.27K.
iShares 0-1 Year Treasury Bond ETF made up 0.19% of First Wilshire Securities Management's portfolio in Q2 2026, its #45 holding.
First Wilshire Securities Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2019 and has held it in 20 quarters since.
First Wilshire Securities Management's iShares 0-1 Year Treasury Bond ETF position peaked at $2.26M in Q3 2020.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on First Wilshire Securities Management's 13F filing for Q2 2026, filed 14 Aug 2026.