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

Maripau 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	–	Sell	-1,879	Closed	-$207K	–	184
2026 Q1	$207K	Buy	+1,879	New	+$207K	0.09%	161
2025 Q2	–	Sell	-5,402	Closed	-$597K	–	168
2025 Q1	$597K	Sell	5,402 -1,606	-23%	-$177K	0.34%	63
2024 Q4	$772K	Buy	+7,008	New	+$773K	0.46%	47
2024 Q3	–	Sell	-4,965	Closed	-$549K	–	116
2024 Q2	$549K	Buy	4,965 +686	+16%	+$75.6K	0.37%	63
2024 Q1	$473K	Buy	4,279 +1,668	+64%	+$184K	0.35%	65
2023 Q4	$288K	Buy	2,611 +471	+22%	+$51.9K	0.25%	79
2023 Q3	$236K	Sell	2,140 -1,608	-43%	-$177K	0.22%	85
2023 Q2	$414K	Sell	3,748 -2,883	-43%	-$318K	0.37%	54
2023 Q1	$733K	Sell	6,631 -7,982	-55%	-$879K	0.76%	32
2022 Q4	$1.61M	Sell	14,613 -1,644	-10%	-$181K	1.67%	16
2022 Q3	$1.79M	Buy	16,257 +8,906	+121%	+$980K	1.93%	14
2022 Q2	$808K	Sell	7,351 -1,527	-17%	-$168K	0.87%	28
2022 Q1	$978K	Buy	+8,878	New	+$979K	0.88%	25

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

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

Maripau Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 1,879 shares — an estimated $207K sold.

Maripau Wealth Management first reported a position in SHV in Q1 2022 and held it in 13 quarters. The position peaked at $1.79M in Q3 2022. 724 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Maripau Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Maripau Wealth Management sold 1,879 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $207K.
Maripau Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and held it in 13 quarters.
Maripau Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $1.79M in Q3 2022.
724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Maripau Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.