Murray Stahl’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Murray Stahl’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	$37.3K	Hold	338	–	–	﹤0.01%	333
2026 Q1	$37.3K	Buy	+338	New	+$37.3K	﹤0.01%	339
2022 Q2	–	Sell	-3,456	Closed	-$381K	–	350
2022 Q1	$381K	Sell	3,456 -1,185	-26%	-$131K	0.01%	265
2021 Q4	$512K	Sell	4,641 -3,314	-42%	-$366K	0.01%	243
2021 Q3	$879K	Sell	7,955 -75	-0.9%	-$8.29K	0.02%	188
2021 Q2	$887K	Sell	8,030 -6,055	-43%	-$669K	0.02%	194
2021 Q1	$1.56M	Sell	14,085 -80,531	-85%	-$8.9M	0.04%	143
2020 Q4	$10.5M	Sell	94,616 -24,746	-21%	-$2.74M	0.35%	38
2020 Q3	$13.2M	Sell	119,362 -10,179	-8%	-$1.13M	0.53%	35
2020 Q2	$14.3M	Sell	129,541 -43,668	-25%	-$4.84M	0.52%	33
2020 Q1	$19.2M	Buy	+173,209	New	+$19.2M	0.85%	23

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

Murray Stahl's SHV Position: Q2 2026 in Review

Murray Stahl held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 338 shares worth $37.3K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Murray Stahl first reported a position in SHV in Q1 2020 and has held it in 11 quarters since. The position peaked at $19.2M in Q1 2020. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Murray Stahl held 338 shares of iShares 0-1 Year Treasury Bond ETF worth $37.3K as of Q2 2026.
Murray Stahl left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Murray Stahl's portfolio in Q2 2026, its #333 holding.
Murray Stahl first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and has held it in 11 quarters since.
Murray Stahl's iShares 0-1 Year Treasury Bond ETF position peaked at $19.2M in Q1 2020.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.