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

Hanlon Investment 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	$564K	Buy	5,110 +488	+11%	+$53.8K	0.3%	116
2026 Q1	$510K	Buy	4,622 +607	+15%	+$66.9K	0.28%	122
2025 Q4	$442K	Buy	4,015 +391	+11%	+$43.1K	0.25%	133
2025 Q3	$400K	Buy	3,624 +624	+21%	+$68.8K	0.24%	138
2025 Q2	$331K	Sell	3,000 -69	-2%	-$7.61K	0.24%	131
2025 Q1	$339K	Buy	+3,069	New	+$338K	0.26%	122

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

Hanlon Investment Management's SHV Position: Q2 2026 in Review

Hanlon Investment Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 11% in Q2 2026, buying an estimated $53.8K and bringing the position to 5,110 shares worth $564K. The position accounts for 0.3% of the portfolio, ranked #116.

Hanlon Investment Management first reported a position in SHV in Q1 2025 and has held it in 6 quarters since. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Hanlon Investment Management held 5,110 shares of iShares 0-1 Year Treasury Bond ETF worth $564K as of Q2 2026.
Hanlon Investment Management bought 488 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $53.8K.
iShares 0-1 Year Treasury Bond ETF made up 0.3% of Hanlon Investment Management's portfolio in Q2 2026, its #116 holding.
Hanlon Investment Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Hanlon Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.