M. Kulyk & Associates’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

M. Kulyk & Associates’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	$20.1M	Buy	182,329 +27,201	+18%	+$3M	3.28%	7
2026 Q1	$17.1M	Sell	155,128 -7,021	-4%	-$774K	3.2%	7
2025 Q4	$17.9M	Buy	162,149 +951	+0.6%	+$105K	3.41%	6
2025 Q3	$17.8M	Sell	161,198 -12,243	-7%	-$1.35M	3.62%	6
2025 Q2	$19.2M	Buy	173,441 +11,323	+7%	+$1.25M	4.16%	5
2025 Q1	$17.9M	Sell	162,118 -42,539	-21%	-$4.69M	4.1%	3
2024 Q4	$22.5M	Buy	204,657 +4,799	+2%	+$529K	4.88%	3
2024 Q3	$22.1M	Buy	199,858 +6,028	+3%	+$665K	4.45%	4
2024 Q2	$21.4M	Buy	193,830 +2,331	+1%	+$257K	4.98%	2
2024 Q1	$21.2M	Sell	191,499 -7,055	-4%	-$778K	4.91%	3
2023 Q4	$21.9M	Buy	198,554 +28,445	+17%	+$3.14M	5.09%	2
2023 Q3	$18.8M	Buy	170,109 +49,225	+41%	+$5.43M	5.22%	2
2023 Q2	$13.4M	Buy	+120,884	New	+$13.3M	3.73%	3

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

M. Kulyk & Associates's SHV Position: Q2 2026 in Review

M. Kulyk & Associates increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 18% in Q2 2026, buying an estimated $3M and bringing the position to 182,329 shares worth $20.1M. The position accounts for 3.28% of the portfolio, ranked #7.

M. Kulyk & Associates first reported a position in SHV in Q2 2023 and has held it in 13 quarters since. The position peaked at $22.5M in Q4 2024. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

M. Kulyk & Associates held 182,329 shares of iShares 0-1 Year Treasury Bond ETF worth $20.1M as of Q2 2026.
M. Kulyk & Associates bought 27,201 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $3M.
iShares 0-1 Year Treasury Bond ETF made up 3.28% of M. Kulyk & Associates's portfolio in Q2 2026, its #7 holding.
M. Kulyk & Associates first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
M. Kulyk & Associates's iShares 0-1 Year Treasury Bond ETF position peaked at $22.5M in Q4 2024.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on M. Kulyk & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.