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

Merited 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 		– Sell
-2,339
Closed -$258K – 77
2026
Q1 		$258K Buy
2,339
+271
+13% +$29.9K 0.21% 74
2025
Q4 		$228K Buy
+2,068
New +$228K 0.21% 74

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Merited Wealth's SHV Position: Q2 2026 in Review

Merited Wealth sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 2,339 shares — an estimated $258K sold.

Merited Wealth first reported a position in SHV in Q4 2025 and held it in 2 quarters. The position peaked at $258K in Q1 2026. 718 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Merited Wealth reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Merited Wealth sold 2,339 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $258K.
  • Merited Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2025 and held it in 2 quarters.
  • Merited Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $258K in Q1 2026.
  • 718 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Merited Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.