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

Marks Wealth’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	$83.5M	Sell	756,645 -1,401,536	-65%	-$154M	18.08%	2
2026 Q1	$238M	Buy	2,158,181 +2,149,614	+25,092%	+$237M	62.68%	1
2025 Q4	$944K	Sell	8,567 -304,361	-97%	-$33.6M	0.32%	13
2025 Q3	$34.6M	Sell	312,928 -167,991	-35%	-$18.5M	10.68%	3
2025 Q2	$53.1M	Sell	480,919 -929,282	-66%	-$102M	17.22%	1
2025 Q1	$156M	Buy	+1,410,201	New	+$156M	57.18%	1
2023 Q3	–	Sell	-71,134	Closed	-$7.86M	–	7
2023 Q2	$7.86M	Sell	71,134 -400	-0.6%	-$44.1K	8.11%	2
2023 Q1	$7.9M	Sell	71,534 -69	-0.1%	-$7.6K	70.88%	1
2022 Q4	$7.87M	Sell	71,603 -168,159	-70%	-$18.5M	32.88%	2
2022 Q3	$26.4M	Sell	239,762 -95,991	-29%	-$10.6M	39.59%	2
2022 Q2	$37M	Buy	+335,753	New	+$37M	43.44%	1

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

Marks Wealth's SHV Position: Q2 2026 in Review

Marks Wealth reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 65% in Q2 2026, selling an estimated $154M and leaving 756,645 shares worth $83.5M. The position accounts for 18.08% of the portfolio, ranked #2.

Marks Wealth first reported a position in SHV in Q2 2022 and has held it in 11 quarters since. The position peaked at $238M in Q1 2026. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Marks Wealth held 756,645 shares of iShares 0-1 Year Treasury Bond ETF worth $83.5M as of Q2 2026.
Marks Wealth sold 1,401,536 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $154M.
iShares 0-1 Year Treasury Bond ETF made up 18.08% of Marks Wealth's portfolio in Q2 2026, its #2 holding.
Marks Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and has held it in 11 quarters since.
Marks Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $238M in Q1 2026.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Marks Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.