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

Gould 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 		$111K Sell
1,007
-352
-26% -$38.8K 0.06% 68
2026
Q1 		$150K Sell
1,359
-31,930
-96% -$3.52M 0.09% 53
2025
Q4 		$3.67M Sell
33,289
-1,886
-5% -$208K 2.26% 11
2025
Q3 		$3.89M Buy
35,175
+585
+2% +$64.5K 2.41% 10
2025
Q2 		$3.82M Sell
34,590
-129
-0.4% -$14.2K 2.55% 9
2025
Q1 		$3.84M Sell
34,719
-1,925
-5% -$212K 2.68% 9
2024
Q4 		$4.03M Buy
36,644
+1,299
+4% +$143K 2.81% 8
2024
Q3 		$3.91M Buy
35,345
+1,073
+3% +$118K 2.57% 9
2024
Q2 		$3.79M Buy
34,272
+594
+2% +$65.5K 2.67% 10
2024
Q1 		$3.72M Buy
33,678
+2,691
+9% +$297K 2.62% 10
2023
Q4 		$3.41M Sell
30,987
-46
-0.1% -$5.07K 2.5% 11
2023
Q3 		$3.41M Sell
31,033
-300
-1% -$33.1K 2.76% 10
2023
Q2 		$3.46M Sell
31,333
-1,730
-5% -$191K 2.65% 10
2023
Q1 		$3.65M Sell
33,063
-410
-1% -$45.2K 2.82% 8
2022
Q4 		$3.68M Sell
33,473
-1,470
-4% -$162K 2.94% 8
2022
Q3 		$3.84M Sell
34,943
-386
-1% -$42.5K 3.32% 5
2022
Q2 		$3.89M Sell
35,329
-124
-0.3% -$13.7K 3.13% 6
2022
Q1 		$3.91M Sell
35,453
-17,641
-33% -$1.95M 2.81% 8
2021
Q4 		$5.86M Buy
+53,094
New +$5.86M 4.1% 5

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gould Capital's SHV Position: Q2 2026 in Review

Gould Capital reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 26% in Q2 2026, selling an estimated $38.8K and leaving 1,007 shares worth $111K. The position accounts for 0.06% of the portfolio, ranked #68.

Gould Capital first reported a position in SHV in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.86M in Q4 2021. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Gould Capital held 1,007 shares of iShares 0-1 Year Treasury Bond ETF worth $111K as of Q2 2026.
  • Gould Capital sold 352 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $38.8K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.06% of Gould Capital's portfolio in Q2 2026, its #68 holding.
  • Gould Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Gould Capital's iShares 0-1 Year Treasury Bond ETF position peaked at $5.86M in Q4 2021.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Gould Capital's 13F filing for Q2 2026, filed 7 Aug 2026.