Howard Bailey Securities’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Howard Bailey Securities’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	$247K	Sell	2,236 -123	-5%	-$13.6K	0.09%	97
2026 Q1	$260K	Buy	+2,359	New	+$260K	0.11%	105
2025 Q4	–	Sell	-2,464	Closed	-$272K	–	158
2025 Q3	$272K	Hold	2,464	–	–	0.08%	117
2025 Q2	$272K	Buy	+2,464	New	+$272K	0.08%	119
2025 Q1	–	Sell	-2,435	Closed	-$268K	–	178
2024 Q4	$268K	Buy	+2,435	New	+$269K	0.1%	136

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

Howard Bailey Securities's SHV Position: Q2 2026 in Review

Howard Bailey Securities reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 5.2% in Q2 2026, selling an estimated $13.6K and leaving 2,236 shares worth $247K. The position accounts for 0.09% of the portfolio, ranked #97.

Howard Bailey Securities first reported a position in SHV in Q4 2024 and has held it in 5 quarters since. The position peaked at $272K in Q3 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Howard Bailey Securities held 2,236 shares of iShares 0-1 Year Treasury Bond ETF worth $247K as of Q2 2026.
Howard Bailey Securities sold 123 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $13.6K.
iShares 0-1 Year Treasury Bond ETF made up 0.09% of Howard Bailey Securities's portfolio in Q2 2026, its #97 holding.
Howard Bailey Securities first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
Howard Bailey Securities's iShares 0-1 Year Treasury Bond ETF position peaked at $272K in Q3 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Howard Bailey Securities's 13F filing for Q2 2026, filed 10 Aug 2026.