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

Maridea 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	$204K	Buy	+1,845	New	+$203K	0.02%	530
2026 Q1	–	Sell	-1,909	Closed	-$210K	–	503
2025 Q4	$210K	Sell	1,909 -604	-24%	-$66.6K	0.03%	384
2025 Q3	$277K	Sell	2,513 -366	-13%	-$40.4K	0.04%	338
2025 Q2	$318K	Buy	2,879 +367	+15%	+$40.5K	0.08%	213
2025 Q1	$277K	Sell	2,512 -1,074	-30%	-$118K	0.09%	183
2024 Q4	$395K	Buy	+3,586	New	+$395K	0.13%	146

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

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

Maridea Wealth Management opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 1,845 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #530 among its holdings. This is a return to the name: Maridea Wealth Management previously reported a position in SHV as recently as Q4 2025.

Maridea Wealth Management first reported a position in SHV in Q4 2024 and has held it in 6 quarters since. The position peaked at $395K in Q4 2024. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Maridea Wealth Management held 1,845 shares of iShares 0-1 Year Treasury Bond ETF worth $204K as of Q2 2026.
iShares 0-1 Year Treasury Bond ETF was a new Maridea Wealth Management position in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.02% of Maridea Wealth Management's portfolio in Q2 2026, its #530 holding.
Maridea Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Maridea Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $395K in Q4 2024.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.