Investment House LLC’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Investment House LLC’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	$4.27M	Buy	38,665 +1,108	+3%	+$122K	0.19%	84
2026 Q1	$4.15M	Buy	37,557 +1,391	+4%	+$153K	0.22%	85
2025 Q4	$3.98M	Buy	36,166 +1,135	+3%	+$125K	0.19%	91
2025 Q3	$3.87M	Buy	35,031 +219	+0.6%	+$24.2K	0.18%	93
2025 Q2	$3.84M	Hold	34,812	–	–	0.19%	89
2025 Q1	$3.85M	Buy	34,812 +801	+2%	+$88.3K	0.22%	85
2024 Q4	$3.74M	Sell	34,011 -9,579	-22%	-$1.06M	0.2%	86
2024 Q3	$4.82M	Sell	43,590 -55	-0.1%	-$6.07K	0.26%	78
2024 Q2	$4.82M	Buy	43,645 +291	+0.7%	+$32.1K	0.28%	75
2024 Q1	$4.79M	Buy	43,354 +608	+1%	+$67.1K	0.28%	76
2023 Q4	$4.71M	Buy	42,746 +20,030	+88%	+$2.21M	0.33%	73
2023 Q3	$2.51M	Buy	22,716 +5,428	+31%	+$598K	0.2%	85
2023 Q2	$1.91M	Buy	+17,288	New	+$1.91M	0.14%	92

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

Investment House LLC's SHV Position: Q2 2026 in Review

Investment House LLC increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3% in Q2 2026, buying an estimated $122K and bringing the position to 38,665 shares worth $4.27M. The position accounts for 0.19% of the portfolio, ranked #84.

Investment House LLC first reported a position in SHV in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.82M in Q2 2024. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Investment House LLC held 38,665 shares of iShares 0-1 Year Treasury Bond ETF worth $4.27M as of Q2 2026.
Investment House LLC bought 1,108 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $122K.
iShares 0-1 Year Treasury Bond ETF made up 0.19% of Investment House LLC's portfolio in Q2 2026, its #84 holding.
Investment House LLC first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Investment House LLC's iShares 0-1 Year Treasury Bond ETF position peaked at $4.82M in Q2 2024.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.