NVWM LLC’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

NVWM LLC’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	$1.59M	Buy	14,427 +8,965	+164%	+$988K	0.32%	92
2026 Q1	$603K	Buy	+5,462	New	+$602K	0.13%	164
2025 Q3	–	Sell	-1,712	Closed	-$189K	–	695
2025 Q2	$189K	Buy	+1,712	New	+$189K	0.05%	202
2022 Q4	–	Sell	-7,077	Closed	-$778K	–	467
2022 Q3	$778K	Buy	+7,077	New	+$779K	0.31%	103
2022 Q2	–	Sell	-7,673	Closed	-$846K	–	531
2022 Q1	$846K	Buy	7,673 +7,546	+5,942%	+$832K	0.27%	132
2021 Q4	$14K	Buy	+127	New	+$14K	﹤0.01%	359
2021 Q1	–	Sell	-4,378	Closed	-$484K	–	440
2020 Q4	$484K	Buy	4,378 +3,208	+274%	+$355K	0.2%	133
2020 Q3	$130K	Buy	+1,170	New	+$130K	0.06%	158

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

NVWM LLC's SHV Position: Q2 2026 in Review

NVWM LLC increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 164% in Q2 2026, buying an estimated $988K and bringing the position to 14,427 shares worth $1.59M. The position accounts for 0.32% of the portfolio, ranked #92.

NVWM LLC first reported a position in SHV in Q3 2020 and has held it in 8 quarters since. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

NVWM LLC held 14,427 shares of iShares 0-1 Year Treasury Bond ETF worth $1.59M as of Q2 2026.
NVWM LLC bought 8,965 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $988K.
iShares 0-1 Year Treasury Bond ETF made up 0.32% of NVWM LLC's portfolio in Q2 2026, its #92 holding.
NVWM LLC first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2020 and has held it in 8 quarters since.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on NVWM LLC's 13F filing for Q2 2026, filed 29 Jul 2026.