Plum Street Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Plum Street Advisors’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	$916K	Hold	8,304	–	–	0.29%	54
2026 Q1	$917K	Hold	8,304	–	–	0.32%	51
2025 Q4	$915K	Hold	8,304	–	–	0.33%	54
2025 Q3	$918K	Hold	8,304	–	–	0.35%	51
2025 Q2	$917K	Sell	8,304 -308	-4%	-$34K	0.4%	46
2025 Q1	$951K	Sell	8,612 -3,350	-28%	-$369K	0.46%	46
2024 Q4	$1.32M	Buy	11,962 +144	+1%	+$15.9K	0.65%	37
2024 Q3	$1.31M	Hold	11,818	–	–	0.66%	36
2024 Q2	$1.31M	Hold	11,818	–	–	0.76%	34
2024 Q1	$1.31M	Buy	11,818 +45	+0.4%	+$4.96K	0.66%	36
2023 Q4	$1.3M	Buy	+11,773	New	+$1.3M	0.86%	30

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

Plum Street Advisors's SHV Position: Q2 2026 in Review

Plum Street Advisors held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 8,304 shares worth $916K. The position accounts for 0.29% of the portfolio, ranked #54.

Plum Street Advisors first reported a position in SHV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.32M in Q4 2024. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Plum Street Advisors held 8,304 shares of iShares 0-1 Year Treasury Bond ETF worth $916K as of Q2 2026.
Plum Street Advisors left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.29% of Plum Street Advisors's portfolio in Q2 2026, its #54 holding.
Plum Street Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Plum Street Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $1.32M in Q4 2024.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.