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

Freestone Capital Holdings’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	$600K	Buy	5,433 +2,329	+75%	+$257K	0.02%	350
2026 Q1	$343K	Buy	+3,104	New	+$342K	0.01%	421
2025 Q3	–	Sell	-4,002	Closed	-$442K	–	560
2025 Q2	$442K	Sell	4,002 -901	-18%	-$99.3K	0.01%	315
2025 Q1	$542K	Buy	4,903 +1,481	+43%	+$163K	0.02%	279
2024 Q4	$377K	Buy	+3,422	New	+$377K	0.01%	318
2024 Q1	–	Sell	-6,575	Closed	-$724K	–	461
2023 Q4	$724K	Buy	+6,575	New	+$725K	0.03%	235
2023 Q3	–	Sell	-8,571	Closed	-$947K	–	408
2023 Q2	$947K	Sell	8,571 -8,535	-50%	-$941K	0.04%	196
2023 Q1	$1.89M	Sell	17,106 -3,150,999	-99%	-$347M	0.08%	140
2022 Q4	$348M	Sell	3,168,105 -1,944,042	-38%	-$214M	15.93%	1
2022 Q3	$562M	Sell	5,112,147 -1,395,350	-21%	-$154M	25.36%	1
2022 Q2	$716M	Buy	+6,507,497	New	+$717M	27.35%	1
2021 Q1	–	Sell	-133	Closed	-$14.7K	–	996
2020 Q4	$14.7K	Hold	133	–	–	﹤0.01%	780
2020 Q3	$14.7K	Buy	+133	New	+$14.7K	﹤0.01%	691

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

Freestone Capital Holdings's SHV Position: Q2 2026 in Review

Freestone Capital Holdings increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 75% in Q2 2026, buying an estimated $257K and bringing the position to 5,433 shares worth $600K. The position accounts for 0.02% of the portfolio, ranked #350.

Freestone Capital Holdings first reported a position in SHV in Q3 2020 and has held it in 13 quarters since. The position peaked at $716M in Q2 2022. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Freestone Capital Holdings held 5,433 shares of iShares 0-1 Year Treasury Bond ETF worth $600K as of Q2 2026.
Freestone Capital Holdings bought 2,329 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $257K.
iShares 0-1 Year Treasury Bond ETF made up 0.02% of Freestone Capital Holdings's portfolio in Q2 2026, its #350 holding.
Freestone Capital Holdings first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2020 and has held it in 13 quarters since.
Freestone Capital Holdings's iShares 0-1 Year Treasury Bond ETF position peaked at $716M in Q2 2022.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.