Murphy & Mullick Capital Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Murphy & Mullick Capital 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 Q1	$16K	Hold	145	–	–	0.01%	419
2025 Q4	$16K	Hold	145	–	–	0.01%	431
2025 Q3	$16K	Hold	145	–	–	0.01%	419
2025 Q2	$16K	Hold	145	–	–	0.01%	401
2025 Q1	$16K	Hold	145	–	–	0.02%	389
2024 Q4	$16K	Buy	+145	New	+$16K	0.01%	382

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Murphy & Mullick Capital Management's SHV Position: Q1 2026 in Review

Murphy & Mullick Capital Management held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q1 2026 at 145 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #419.

Murphy & Mullick Capital Management first reported a position in SHV in Q4 2024 and has held it in 6 quarters since. The position peaked at $16K in Q3 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Murphy & Mullick Capital Management held 145 shares of iShares 0-1 Year Treasury Bond ETF worth $16K as of Q1 2026.
Murphy & Mullick Capital Management left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #419 holding.
Murphy & Mullick Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Murphy & Mullick Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $16K in Q3 2025.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.