Hixon Zuercher’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Hixon Zuercher’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	$5.45M	Buy	49,394 +1,552	+3%	+$171K	1.6%	21
2026 Q1	$5.28M	Buy	47,842 +325	+0.7%	+$35.8K	1.64%	23
2025 Q4	$5.23M	Buy	47,517 +2	+0%	+$221	1.59%	24
2025 Q3	$5.25M	Buy	47,515 +3,732	+9%	+$412K	1.6%	23
2025 Q2	$4.83M	Buy	43,783 +808	+2%	+$89.1K	1.56%	25
2025 Q1	$4.75M	Buy	42,975 +2,855	+7%	+$315K	1.67%	23
2024 Q4	$4.42M	Buy	40,120 +1,973	+5%	+$218K	1.7%	24
2024 Q3	$4.22M	Sell	38,147 -31,753	-45%	-$3.5M	1.65%	25
2024 Q2	$7.72M	Buy	+69,900	New	+$7.71M	3.26%	7

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

Hixon Zuercher's SHV Position: Q2 2026 in Review

Hixon Zuercher increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3.2% in Q2 2026, buying an estimated $171K and bringing the position to 49,394 shares worth $5.45M. The position accounts for 1.6% of the portfolio, ranked #21.

Hixon Zuercher first reported a position in SHV in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.72M in Q2 2024. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Hixon Zuercher held 49,394 shares of iShares 0-1 Year Treasury Bond ETF worth $5.45M as of Q2 2026.
Hixon Zuercher bought 1,552 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $171K.
iShares 0-1 Year Treasury Bond ETF made up 1.6% of Hixon Zuercher's portfolio in Q2 2026, its #21 holding.
Hixon Zuercher first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Hixon Zuercher's iShares 0-1 Year Treasury Bond ETF position peaked at $7.72M in Q2 2024.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Hixon Zuercher's 13F filing for Q2 2026, filed 20 Jul 2026.