Hoese & Co’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Hoese & Co’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 Q3	$53K	Hold	480	–	–	0.03%	110
2026 Q2	$53K	Hold	480	–	–	0.03%	109
2026 Q1	$53K	Hold	480	–	–	0.04%	88
2025 Q4	$52.9K	Hold	480	–	–	0.04%	90
2025 Q3	$53K	Hold	480	–	–	0.04%	82
2025 Q2	$53K	Hold	480	–	–	0.04%	90
2025 Q1	$53K	Hold	480	–	–	0.05%	66
2024 Q4	$52.9K	Hold	480	–	–	0.05%	68
2024 Q3	$53.1K	Hold	480	–	–	0.04%	70
2024 Q2	$53K	Hold	480	–	–	0.05%	62
2024 Q1	$53.1K	Hold	480	–	–	0.05%	63
2023 Q4	$53.1K	Hold	480	–	–	0.05%	60
2023 Q3	$53K	Hold	480	–	–	0.05%	61
2023 Q2	$53K	Buy	+480	New	+$52.9K	0.05%	68

Other funds holding SHV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cynosure Group Salt Lake City, Utah $707M AUM 13.54% 1-Year Est. Return

Hoese & Co's SHV Position: Q3 2026 in Review

Hoese & Co held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q3 2026 at 480 shares worth $53K. The position accounts for 0.03% of the portfolio, ranked #110.

Hoese & Co first reported a position in SHV in Q2 2023 and has held it in 14 quarters since. The position peaked at $53.1K in Q3 2024. 448 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Hoese & Co held 480 shares of iShares 0-1 Year Treasury Bond ETF worth $53K as of Q3 2026.
Hoese & Co left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.03% of Hoese & Co's portfolio in Q3 2026, its #110 holding.
Hoese & Co first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and has held it in 14 quarters since.
Hoese & Co's iShares 0-1 Year Treasury Bond ETF position peaked at $53.1K in Q3 2024.
448 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.