J. Safra Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

J. Safra Asset 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	$938K	Buy	8,496 +5,119	+152%	+$564K	0.04%	126
2026 Q1	$373K	Sell	3,377 -641	-16%	-$70.7K	0.02%	181
2025 Q4	$443K	Buy	4,018 +1,716	+75%	+$189K	0.02%	167
2025 Q3	$254K	Buy	2,302 +199	+9%	+$21.9K	0.02%	160
2025 Q2	$232K	Hold	2,103	–	–	0.02%	153
2025 Q1	$232K	Sell	2,103 -233	-10%	-$25.7K	0.02%	128
2024 Q4	$257K	Buy	2,336 +1,531	+190%	+$169K	0.02%	103
2024 Q3	$89.1K	Buy	+805	New	+$88.8K	0.01%	122
2024 Q2	–	Sell	-250	Closed	-$27.6K	–	280
2024 Q1	$27.6K	Buy	250 +110	+79%	+$12.1K	﹤0.01%	113
2023 Q4	$15.4K	Hold	140	–	–	﹤0.01%	98
2023 Q3	$15.5K	Buy	+140	New	+$15.4K	﹤0.01%	95
2020 Q2	–	Sell	-1,400	Closed	-$155K	–	19
2020 Q1	$155K	Sell	1,400 -342,210	-100%	-$37.9M	0.19%	11
2019 Q4	$37.9M	Buy	+343,610	New	+$38M	38.96%	2

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

J. Safra Asset Management's SHV Position: Q2 2026 in Review

J. Safra Asset Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 152% in Q2 2026, buying an estimated $564K and bringing the position to 8,496 shares worth $938K. The position accounts for 0.04% of the portfolio, ranked #126.

J. Safra Asset Management first reported a position in SHV in Q4 2019 and has held it in 13 quarters since. The position peaked at $37.9M in Q4 2019. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

J. Safra Asset Management held 8,496 shares of iShares 0-1 Year Treasury Bond ETF worth $938K as of Q2 2026.
J. Safra Asset Management bought 5,119 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $564K.
iShares 0-1 Year Treasury Bond ETF made up 0.04% of J. Safra Asset Management's portfolio in Q2 2026, its #126 holding.
J. Safra Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 13 quarters since.
J. Safra Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $37.9M in Q4 2019.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.