Milestone Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Milestone Asset Management’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	$4.02M	Buy	36,443 +2,232	+7%	+$246K	0.63%	48
2026 Q1	$3.78M	Buy	34,211 +1,646	+5%	+$181K	0.7%	41
2025 Q4	$3.59M	Buy	32,565 +3,179	+11%	+$351K	0.68%	40
2025 Q3	$3.25M	Buy	29,386 +1,131	+4%	+$125K	0.61%	36
2025 Q2	$3.12M	Buy	28,255 +687	+2%	+$75.7K	0.66%	36
2025 Q1	$3.05M	Buy	27,568 +225	+0.8%	+$24.8K	0.65%	36
2024 Q4	$3.01M	Buy	27,343 +1,648	+6%	+$182K	0.66%	39
2024 Q3	$2.84M	Buy	25,695 +2,160	+9%	+$238K	0.64%	35
2024 Q2	$2.6M	Buy	23,535 +3,210	+16%	+$354K	0.65%	34
2024 Q1	$2.25M	Buy	+20,325	New	+$2.24M	0.64%	39

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

Milestone Asset Management's SHV Position: Q2 2026 in Review

Milestone Asset Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 6.5% in Q2 2026, buying an estimated $246K and bringing the position to 36,443 shares worth $4.02M. The position accounts for 0.63% of the portfolio, ranked #48.

Milestone Asset Management first reported a position in SHV in Q1 2024 and has held it in 10 quarters since. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Milestone Asset Management held 36,443 shares of iShares 0-1 Year Treasury Bond ETF worth $4.02M as of Q2 2026.
Milestone Asset Management bought 2,232 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $246K.
iShares 0-1 Year Treasury Bond ETF made up 0.63% of Milestone Asset Management's portfolio in Q2 2026, its #48 holding.
Milestone Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.