Keel Point’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Keel Point’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	$937K	Hold	8,487	–	–	0.06%	187
2026 Q1	$937K	Sell	8,487 -3,251	-28%	-$358K	0.06%	176
2025 Q4	$1.29M	Buy	11,738 +2,085	+22%	+$230K	0.08%	160
2025 Q3	$1.07M	Buy	9,653 +6,324	+190%	+$697K	0.07%	173
2025 Q2	$368K	Buy	3,329 +30	+0.9%	+$3.31K	0.02%	363
2025 Q1	$364K	Sell	3,299 -4,270	-56%	-$471K	0.03%	314
2024 Q4	$833K	Sell	7,569 -417	-5%	-$46K	0.07%	164
2024 Q3	$883K	Buy	7,986 +672	+9%	+$74.2K	0.07%	165
2024 Q2	$807K	Buy	7,314 +4,225	+137%	+$466K	0.07%	166
2024 Q1	$341K	Hold	3,089	–	–	0.04%	268
2023 Q4	$340K	Hold	3,089	–	–	0.04%	241
2023 Q3	$341K	Sell	3,089 -2,268	-42%	-$250K	0.05%	218
2023 Q2	$592K	Hold	5,357	–	–	0.08%	147
2023 Q1	$592K	Sell	5,357 -909	-15%	-$100K	0.09%	148
2022 Q4	$689K	Buy	6,266 +1,729	+38%	+$190K	0.11%	128
2022 Q3	$499K	Buy	4,537 +874	+24%	+$96.2K	0.09%	140
2022 Q2	$403K	Buy	+3,663	New	+$404K	0.06%	170

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

Keel Point's SHV Position: Q2 2026 in Review

Keel Point held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 8,487 shares worth $937K. The position accounts for 0.06% of the portfolio, ranked #187.

Keel Point first reported a position in SHV in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.29M in Q4 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Keel Point held 8,487 shares of iShares 0-1 Year Treasury Bond ETF worth $937K as of Q2 2026.
Keel Point left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.06% of Keel Point's portfolio in Q2 2026, its #187 holding.
Keel Point first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
Keel Point's iShares 0-1 Year Treasury Bond ETF position peaked at $1.29M in Q4 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.