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J. R. Prunier Capital Management LLC’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

J. R. Prunier Capital Management 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
Q1 		$544K Buy
4,929
+29
+0.6% +$3.2K 0.23% 39
2025
Q4 		$540K Buy
+4,900
New +$540K 0.22% 40

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

J. R. Prunier Capital Management LLC's SHV Position: Q1 2026 in Review

J. R. Prunier Capital Management LLC increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.59% in Q1 2026, buying an estimated $3.2K and bringing the position to 4,929 shares worth $544K. The position accounts for 0.23% of the portfolio, ranked #39.

J. R. Prunier Capital Management LLC first reported a position in SHV in Q4 2025 and has held it in 2 quarters since. 738 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • J. R. Prunier Capital Management LLC held 4,929 shares of iShares 0-1 Year Treasury Bond ETF worth $544K as of Q1 2026.
  • J. R. Prunier Capital Management LLC bought 29 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.2K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.23% of J. R. Prunier Capital Management LLC's portfolio in Q1 2026, its #39 holding.
  • J. R. Prunier Capital Management LLC first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 738 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on J. R. Prunier Capital Management LLC's 13F filing for Q1 2026, filed 15 Jun 2026.