Hudson Portfolio Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Hudson Portfolio 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	$3.12M	Buy	28,310 +9,950	+54%	+$1.1M	2.36%	9
2026 Q1	$2.03M	Buy	18,360 +5,340	+41%	+$589K	1.71%	13
2025 Q4	$1.43M	Buy	13,020 +8,620	+196%	+$950K	1.23%	26
2025 Q3	$486K	Sell	4,400 -1,950	-31%	-$215K	0.43%	72
2025 Q2	$701K	Buy	6,350 +1,000	+19%	+$110K	0.66%	50
2025 Q1	$591K	Sell	5,350 -400	-7%	-$44.1K	0.57%	57
2024 Q4	$633K	Buy	+5,750	New	+$634K	0.62%	54
2023 Q4	–	Sell	-2,100	Closed	-$232K	–	102
2023 Q3	$232K	Sell	2,100 -50	-2%	-$5.51K	0.26%	87
2023 Q2	$237K	Sell	2,150 -1,240	-37%	-$137K	0.26%	91
2023 Q1	$375K	Sell	3,390 -1,665	-33%	-$183K	0.42%	72
2022 Q4	$556K	Buy	5,055 +2,665	+112%	+$293K	0.61%	57
2022 Q3	$262K	Sell	2,390 -1,290	-35%	-$142K	0.31%	84
2022 Q2	$405K	Buy	3,680 +700	+23%	+$77.1K	0.42%	69
2022 Q1	$329K	Buy	+2,980	New	+$329K	0.29%	85

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

Hudson Portfolio Management's SHV Position: Q2 2026 in Review

Hudson Portfolio Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 54% in Q2 2026, buying an estimated $1.1M and bringing the position to 28,310 shares worth $3.12M. The position accounts for 2.36% of the portfolio, ranked #9.

Hudson Portfolio Management first reported a position in SHV in Q1 2022 and has held it in 14 quarters since. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Hudson Portfolio Management held 28,310 shares of iShares 0-1 Year Treasury Bond ETF worth $3.12M as of Q2 2026.
Hudson Portfolio Management bought 9,950 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.1M.
iShares 0-1 Year Treasury Bond ETF made up 2.36% of Hudson Portfolio Management's portfolio in Q2 2026, its #9 holding.
Hudson Portfolio Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and has held it in 14 quarters since.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Hudson Portfolio Management's 13F filing for Q2 2026, filed 12 Aug 2026.