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SHV icon

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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
AZ
Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return
LAS
Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return

Hoese & Co's SHV Position: Q2 2026 in Review

Hoese & Co held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 480 shares worth $53K. The position accounts for 0.03% of the portfolio, ranked #109.

Hoese & Co first reported a position in SHV in Q2 2023 and has held it in 13 quarters since. The position peaked at $53.1K in Q3 2024. 236 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Hoese & Co held 480 shares of iShares 0-1 Year Treasury Bond ETF worth $53K as of Q2 2026.
  • Hoese & Co left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.03% of Hoese & Co's portfolio in Q2 2026, its #109 holding.
  • Hoese & Co first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Hoese & Co's iShares 0-1 Year Treasury Bond ETF position peaked at $53.1K in Q3 2024.
  • 236 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.