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SHV icon

Luminist Capital’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Luminist Capital’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 		$7.26M Buy
65,760
+23,923
+57% +$2.64M 9.65% 2
2025
Q4 		$4.61M Buy
41,837
+1,900
+5% +$210K 5.68% 5
2025
Q3 		$4.4M Sell
39,937
-2,091
-5% -$231K 3.8% 7
2025
Q2 		$4.63M Buy
42,028
+2,903
+7% +$320K 4.58% 6
2025
Q1 		$4.31M Buy
39,125
+10,698
+38% +$1.18M 4.64% 3
2024
Q4 		$3.13M Buy
+28,427
New +$3.13M 5.44% 4

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $377B AUM 19.32% 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 $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Luminist Capital's SHV Position: Q1 2026 in Review

Luminist Capital increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 57% in Q1 2026, buying an estimated $2.64M and bringing the position to 65,760 shares worth $7.26M. The position accounts for 9.65% of the portfolio, ranked #2.

Luminist Capital first reported a position in SHV in Q4 2024 and has held it in 6 quarters since. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Luminist Capital held 65,760 shares of iShares 0-1 Year Treasury Bond ETF worth $7.26M as of Q1 2026.
  • Luminist Capital bought 23,923 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.64M.
  • iShares 0-1 Year Treasury Bond ETF made up 9.65% of Luminist Capital's portfolio in Q1 2026, its #2 holding.
  • Luminist Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Luminist Capital's 13F filing for Q1 2026, filed 24 Apr 2026.