Matthew Hamilton Rosenberg’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	$787K	Hold	7,134	–	–	0.14%	75
2026 Q2	$787K	Sell	7,134 -1,985	-22%	-$219K	0.15%	70
2026 Q1	$1.01M	Hold	9,119	–	–	0.21%	53
2025 Q4	$1M	Hold	9,119	–	–	0.21%	51
2025 Q3	$1.01M	Hold	9,119	–	–	0.22%	49
2025 Q2	$1.01M	Sell	9,119 -190	-2%	-$20.9K	0.23%	43
2025 Q1	$1.03M	Buy	9,309 +19	+0.2%	+$2.1K	0.26%	41
2024 Q4	$1.02M	Hold	9,290	–	–	0.27%	42
2024 Q3	$1.03M	Hold	9,290	–	–	0.27%	39
2024 Q2	$1.02M	Buy	9,290 +190	+2%	+$21K	0.3%	38
2024 Q1	$1M	Hold	9,100	–	–	0.29%	37
2023 Q4	$1M	Hold	9,100	–	–	0.31%	36
2023 Q3	$1.01M	Hold	9,100	–	–	0.33%	36
2023 Q2	$1.01M	Buy	+9,100	New	+$1M	0.34%	35
2020 Q3	–	Sell	-95	Closed	-$11K	–	540
2020 Q2	$11K	Buy	+95	New	+$10.5K	0.01%	471

Other funds holding SHV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return

Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Bull Oak Capital San Diego, California $306M AUM 13.34% 1-Year Est. Return

Matthew Hamilton Rosenberg's SHV Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q3 2026 at 7,134 shares worth $787K. The position accounts for 0.14% of the portfolio, ranked #75.

Matthew Hamilton Rosenberg first reported a position in SHV in Q2 2020 and has held it in 15 quarters since. The position peaked at $1.03M in Q1 2025. 222 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Matthew Hamilton Rosenberg held 7,134 shares of iShares 0-1 Year Treasury Bond ETF worth $787K as of Q3 2026.
Matthew Hamilton Rosenberg left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.14% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #75 holding.
Matthew Hamilton Rosenberg first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and has held it in 15 quarters since.
Matthew Hamilton Rosenberg's iShares 0-1 Year Treasury Bond ETF position peaked at $1.03M in Q1 2025.
222 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.