Mullooly Asset Management
SHV icon

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

Mullooly 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
Q3 		$29.5M Buy
267,588
+18,813
+8% +$2.07M 9.12% 5
2026
Q2 		$27.5M Buy
248,775
+19,391
+8% +$2.14M 8.45% 6
2026
Q1 		$25.3M Buy
229,384
+6,916
+3% +$763K 9.35% 5
2025
Q4 		$24.5M Buy
222,468
+13,527
+6% +$1.49M 8.96% 6
2025
Q3 		$23.1M Buy
208,941
+14,245
+7% +$1.57M 8.86% 5
2025
Q2 		$21.5M Sell
194,696
-9,368
-5% -$1.03M 9.02% 5
2025
Q1 		$22.5M Buy
+204,064
New +$22.5M 10.23% 5

Other funds holding SHV

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
White Lighthouse Investment Management
White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cynosure Group
Cynosure Group Salt Lake City, Utah $707M AUM 13.54% 1-Year Est. Return
Marks Wealth
Marks Wealth Annapolis, Maryland $459M AUM 37.78% 1-Year Est. Return

Mullooly Asset Management's SHV Position: Q3 2026 in Review

Mullooly Asset Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 7.6% in Q3 2026, buying an estimated $2.07M and bringing the position to 267,588 shares worth $29.5M. The position accounts for 9.12% of the portfolio, ranked #5.

Mullooly Asset Management first reported a position in SHV in Q1 2025 and has held it in 7 quarters since. 431 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Mullooly Asset Management held 267,588 shares of iShares 0-1 Year Treasury Bond ETF worth $29.5M as of Q3 2026.
  • Mullooly Asset Management bought 18,813 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $2.07M.
  • iShares 0-1 Year Treasury Bond ETF made up 9.12% of Mullooly Asset Management's portfolio in Q3 2026, its #5 holding.
  • Mullooly Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • 431 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Mullooly Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.