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Hamilton Point Investment Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Hamilton Point Investment Advisors’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 		– Sell
-408
Closed -$45K – 201
2026
Q1 		$45K Hold
408
– – 0.01% 163
2025
Q4 		$44.9K Buy
+408
New +$45K 0.01% 167

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

Hamilton Point Investment Advisors's SHV Position: Q2 2026 in Review

Hamilton Point Investment Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 408 shares — an estimated $45K sold.

Hamilton Point Investment Advisors first reported a position in SHV in Q4 2025 and held it in 2 quarters. The position peaked at $45K in Q1 2026. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Hamilton Point Investment Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Hamilton Point Investment Advisors sold 408 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $45K.
  • Hamilton Point Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2025 and held it in 2 quarters.
  • Hamilton Point Investment Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $45K in Q1 2026.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.