MSA
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Marino Stram & Associates’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Marino Stram & 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 		$2.14M Sell
19,410
-6,999
-27% -$771K 0.34% 54
2026
Q1 		$2.92M Buy
26,409
+278
+1% +$30.7K 0.52% 36
2025
Q4 		$2.88M Sell
26,131
-3,867
-13% -$426K 0.52% 34
2025
Q3 		$3.31M Buy
29,998
+3,685
+14% +$406K 0.6% 28
2025
Q2 		$2.91M Buy
26,313
+5,171
+24% +$570K 0.59% 30
2025
Q1 		$2.34M Sell
21,142
-3,495
-14% -$385K 0.52% 39
2024
Q4 		$2.71M Buy
24,637
+9,756
+66% +$1.08M 0.6% 28
2024
Q3 		$1.65M Buy
14,881
+2,956
+25% +$326K 0.37% 44
2024
Q2 		$1.32M Buy
11,925
+1,263
+12% +$139K 0.32% 53
2024
Q1 		$1.18M Buy
10,662
+1,022
+11% +$113K 0.28% 57
2023
Q4 		$1.06M Buy
9,640
+1,246
+15% +$137K 0.27% 58
2023
Q3 		$927K Sell
8,394
-400
-5% -$44.1K 0.27% 57
2023
Q2 		$957K Sell
8,794
-254
-3% -$28K 0.27% 60
2023
Q1 		$1,000K Buy
9,048
+3,559
+65% +$392K 0.3% 56
2022
Q4 		$603K Buy
+5,489
New +$603K 0.19% 85

Other funds holding SHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return

Marino Stram & Associates's SHV Position: Q2 2026 in Review

Marino Stram & Associates reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 27% in Q2 2026, selling an estimated $771K and leaving 19,410 shares worth $2.14M. The position accounts for 0.34% of the portfolio, ranked #54.

Marino Stram & Associates first reported a position in SHV in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.31M in Q3 2025. 334 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Marino Stram & Associates held 19,410 shares of iShares 0-1 Year Treasury Bond ETF worth $2.14M as of Q2 2026.
  • Marino Stram & Associates sold 6,999 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $771K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.34% of Marino Stram & Associates's portfolio in Q2 2026, its #54 holding.
  • Marino Stram & Associates first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Marino Stram & Associates's iShares 0-1 Year Treasury Bond ETF position peaked at $3.31M in Q3 2025.
  • 334 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.