Onyx Bridge Wealth Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Onyx Bridge Wealth Group’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	$6.61M	Sell	59,868 -17,555	-23%	-$1.94M	0.59%	36
2026 Q1	$8.55M	Sell	77,423 -9,106	-11%	-$1M	0.92%	28
2025 Q4	$9.53M	Sell	86,529 -44,039	-34%	-$4.86M	1.01%	22
2025 Q3	$14.4M	Sell	130,568 -30,705	-19%	-$3.39M	1.57%	13
2025 Q2	$17.8M	Buy	161,273 +7,256	+5%	+$800K	2.35%	6
2025 Q1	$17M	Buy	154,017 +28,895	+23%	+$3.19M	2.44%	7
2024 Q4	$13.8M	Sell	125,122 -25,595	-17%	-$2.82M	1.98%	8
2024 Q3	$16.7M	Sell	150,717 -4,977	-3%	-$549K	2.51%	7
2024 Q2	$17.2M	Buy	155,694 +2,220	+1%	+$245K	2.82%	6
2024 Q1	$17M	Sell	153,474 -6,652	-4%	-$734K	3.03%	6
2023 Q4	$17.6M	Buy	160,126 +6,433	+4%	+$709K	3.56%	6
2023 Q3	$17M	Sell	153,693 -3,121	-2%	-$344K	3.97%	5
2023 Q2	$17.3M	Buy	+156,814	New	+$17.3M	4.14%	3

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

Onyx Bridge Wealth Group's SHV Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 23% in Q2 2026, selling an estimated $1.94M and leaving 59,868 shares worth $6.61M. The position accounts for 0.59% of the portfolio, ranked #36.

Onyx Bridge Wealth Group first reported a position in SHV in Q2 2023 and has held it in 13 quarters since. The position peaked at $17.8M in Q2 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Onyx Bridge Wealth Group held 59,868 shares of iShares 0-1 Year Treasury Bond ETF worth $6.61M as of Q2 2026.
Onyx Bridge Wealth Group sold 17,555 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.94M.
iShares 0-1 Year Treasury Bond ETF made up 0.59% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #36 holding.
Onyx Bridge Wealth Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Onyx Bridge Wealth Group's iShares 0-1 Year Treasury Bond ETF position peaked at $17.8M in Q2 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.