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

MASECO Private 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	$32.3M	Sell	292,859 -39,991	-12%	-$4.41M	0.91%	25
2026 Q1	$36.7M	Sell	332,850 -7,775	-2%	-$857K	1.15%	23
2025 Q4	$37.5M	Buy	+340,625	New	+$37.6M	1.63%	17
2025 Q3	–	Sell	-214,355	Closed	-$23.7M	–	469
2025 Q2	$23.7M	Buy	+214,355	New	+$23.6M	0.9%	26

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

MASECO Private Wealth's SHV Position: Q2 2026 in Review

MASECO Private Wealth reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 12% in Q2 2026, selling an estimated $4.41M and leaving 292,859 shares worth $32.3M. The position accounts for 0.91% of the portfolio, ranked #25.

MASECO Private Wealth first reported a position in SHV in Q2 2025 and has held it in 4 quarters since. The position peaked at $37.5M in Q4 2025. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

MASECO Private Wealth held 292,859 shares of iShares 0-1 Year Treasury Bond ETF worth $32.3M as of Q2 2026.
MASECO Private Wealth sold 39,991 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.41M.
iShares 0-1 Year Treasury Bond ETF made up 0.91% of MASECO Private Wealth's portfolio in Q2 2026, its #25 holding.
MASECO Private Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
MASECO Private Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $37.5M in Q4 2025.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.