Noble Wealth Management PBC’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Noble Wealth Management PBC’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	$146K	Buy	1,324 +859	+185%	+$94.7K	0.07%	183
2026 Q1	$51.3K	Sell	465 -12	-3%	-$1.32K	0.03%	259
2025 Q4	$52.5K	Sell	477 -32	-6%	-$3.53K	0.03%	262
2025 Q3	$56.2K	Buy	+509	New	+$56.1K	0.03%	243
2025 Q1	$840K	Sell	7,608 -3,155	-29%	-$348K	0.57%	55
2024 Q4	$1.19M	Buy	+10,763	New	+$1.19M	0.82%	40

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

Noble Wealth Management PBC's SHV Position: Q2 2026 in Review

Noble Wealth Management PBC increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 185% in Q2 2026, buying an estimated $94.7K and bringing the position to 1,324 shares worth $146K. The position accounts for 0.07% of the portfolio, ranked #183.

Noble Wealth Management PBC first reported a position in SHV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.19M in Q4 2024. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Noble Wealth Management PBC held 1,324 shares of iShares 0-1 Year Treasury Bond ETF worth $146K as of Q2 2026.
Noble Wealth Management PBC bought 859 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $94.7K.
iShares 0-1 Year Treasury Bond ETF made up 0.07% of Noble Wealth Management PBC's portfolio in Q2 2026, its #183 holding.
Noble Wealth Management PBC first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Noble Wealth Management PBC's iShares 0-1 Year Treasury Bond ETF position peaked at $1.19M in Q4 2024.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.