Koshinski Asset Management
SHV icon

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

Koshinski 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 		$278K Buy
2,515
+436
+21% +$48.1K 0.01% 643
2026
Q1 		$230K Sell
2,079
-29
-1% -$3.2K 0.01% 664
2025
Q4 		$232K Sell
2,108
-760
-26% -$83.8K 0.02% 639
2025
Q3 		$317K Sell
2,868
-122
-4% -$13.5K 0.02% 548
2025
Q2 		$330K Sell
2,990
-369
-11% -$40.7K 0.02% 505
2025
Q1 		$371K Sell
3,359
-189
-5% -$20.8K 0.03% 439
2024
Q4 		$391K Sell
3,548
-84
-2% -$9.26K 0.03% 431
2024
Q3 		$402K Sell
3,632
-739
-17% -$81.6K 0.03% 425
2024
Q2 		$482K Sell
4,371
-6,044
-58% -$667K 0.04% 351
2024
Q1 		$1.15M Buy
10,415
+2,895
+38% +$319K 0.12% 185
2023
Q4 		$828K Sell
7,520
-3,886
-34% -$428K 0.13% 207
2023
Q3 		$1.26M Buy
11,406
+2,845
+33% +$314K 0.14% 142
2023
Q2 		$946K Buy
+8,561
New +$944K 0.1% 205
2022
Q2 		– Sell
-12
Closed -$1.32K – 1742
2022
Q1 		$1.32K Buy
+12
New +$1.32K ﹤0.01% 2035

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Koshinski Asset Management's SHV Position: Q2 2026 in Review

Koshinski Asset Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 21% in Q2 2026, buying an estimated $48.1K and bringing the position to 2,515 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #643.

Koshinski Asset Management first reported a position in SHV in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.26M in Q3 2023. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Koshinski Asset Management held 2,515 shares of iShares 0-1 Year Treasury Bond ETF worth $278K as of Q2 2026.
  • Koshinski Asset Management bought 436 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $48.1K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Koshinski Asset Management's portfolio in Q2 2026, its #643 holding.
  • Koshinski Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Koshinski Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $1.26M in Q3 2023.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.