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 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 $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Maripau Wealth Management's SHV Position: Q1 2026 in Review

Maripau Wealth Management opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026: 1,879 shares worth $207K. The stake represents 0.09% of the portfolio and ranks #161 among its holdings. This is a return to the name: Maripau Wealth Management previously reported a position in SHV as recently as Q1 2025.

Maripau Wealth Management first reported a position in SHV in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.79M in Q3 2022. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Maripau Wealth Management held 1,879 shares of iShares 0-1 Year Treasury Bond ETF worth $207K as of Q1 2026.
iShares 0-1 Year Treasury Bond ETF was a new Maripau Wealth Management position in Q1 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.09% of Maripau Wealth Management's portfolio in Q1 2026, its #161 holding.
Maripau Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and has held it in 13 quarters since.
Maripau Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $1.79M in Q3 2022.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.