Keebeck Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Keebeck Wealth 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	$836K	Sell	7,579 -429	-5%	-$47.3K	0.08%	186
2026 Q1	$884K	Sell	8,008 -19,285	-71%	-$2.13M	0.1%	170
2025 Q4	$3.01M	Buy	27,293 +5,462	+25%	+$602K	0.35%	80
2025 Q3	$2.41M	Buy	21,831 +3,821	+21%	+$421K	0.29%	96
2025 Q2	$1.99M	Buy	18,010 +7,796	+76%	+$860K	0.26%	97
2025 Q1	$1.13M	Sell	10,214 -756	-7%	-$83.4K	0.17%	122
2024 Q4	$1.21M	Sell	10,970 -8,538	-44%	-$942K	0.17%	119
2024 Q3	$2.16M	Sell	19,508 -7,025	-26%	-$775K	0.31%	84
2024 Q2	$2.93M	Buy	26,533 +4,824	+22%	+$532K	0.43%	68
2024 Q1	$2.4M	Buy	21,709 +1,683	+8%	+$186K	0.35%	79
2023 Q4	$2.21M	Sell	20,026 -1,755	-8%	-$193K	0.36%	73
2023 Q3	$2.41M	Sell	21,781 -5,373	-20%	-$592K	0.42%	66
2023 Q2	$3M	Buy	27,154 +13,066	+93%	+$1.44M	0.41%	68
2023 Q1	$1.56M	Sell	14,088 -200	-1%	-$22K	0.25%	91
2022 Q4	$1.57M	Sell	14,288 -60	-0.4%	-$6.59K	0.28%	84
2022 Q3	$1.58M	Sell	14,348 -30,551	-68%	-$3.36M	0.3%	76
2022 Q2	$4.94M	Buy	44,899 +156	+0.3%	+$17.2K	0.94%	24
2022 Q1	$4.93M	Buy	+44,743	New	+$4.94M	0.82%	26

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

Keebeck Wealth Management's SHV Position: Q2 2026 in Review

Keebeck Wealth Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 5.4% in Q2 2026, selling an estimated $47.3K and leaving 7,579 shares worth $836K. The position accounts for 0.08% of the portfolio, ranked #186.

Keebeck Wealth Management first reported a position in SHV in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.94M in Q2 2022. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Keebeck Wealth Management held 7,579 shares of iShares 0-1 Year Treasury Bond ETF worth $836K as of Q2 2026.
Keebeck Wealth Management sold 429 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $47.3K.
iShares 0-1 Year Treasury Bond ETF made up 0.08% of Keebeck Wealth Management's portfolio in Q2 2026, its #186 holding.
Keebeck Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
Keebeck Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $4.94M in Q2 2022.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.