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 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

HAFG

Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

LAS

Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Matthew Hamilton Rosenberg's SHV Position: Q2 2026 in Review

Matthew Hamilton Rosenberg reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 22% in Q2 2026, selling an estimated $219K and leaving 7,134 shares worth $787K. The position accounts for 0.15% of the portfolio, ranked #70.

Matthew Hamilton Rosenberg first reported a position in SHV in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.03M in Q1 2025. 200 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Matthew Hamilton Rosenberg held 7,134 shares of iShares 0-1 Year Treasury Bond ETF worth $787K as of Q2 2026.
Matthew Hamilton Rosenberg sold 1,985 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $219K.
iShares 0-1 Year Treasury Bond ETF made up 0.15% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #70 holding.
Matthew Hamilton Rosenberg first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and has held it in 14 quarters since.
Matthew Hamilton Rosenberg's iShares 0-1 Year Treasury Bond ETF position peaked at $1.03M in Q1 2025.
200 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.