PMV Capital Advisers’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

PMV Capital Advisers’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	$1.99K	Buy	+18	New	+$1.98K	﹤0.01%	55
2026 Q1	–	Sell	-35	Closed	-$3.9K	–	145
2025 Q4	$3.9K	Buy	+35	New	+$3.86K	0.01%	85
2025 Q3	–	Sell	-909	Closed	-$100K	–	109
2025 Q2	$100K	Buy	+909	New	+$100K	0.22%	29

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

PMV Capital Advisers's SHV Position: Q2 2026 in Review

PMV Capital Advisers opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 18 shares worth $1.99K. The stake represents ﹤0.01% of the portfolio and ranks #55 among its holdings. This is a return to the name: PMV Capital Advisers previously reported a position in SHV as recently as Q4 2025.

PMV Capital Advisers first reported a position in SHV in Q2 2025 and has held it in 3 quarters since. The position peaked at $100K in Q2 2025. 723 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

PMV Capital Advisers held 18 shares of iShares 0-1 Year Treasury Bond ETF worth $1.99K as of Q2 2026.
iShares 0-1 Year Treasury Bond ETF was a new PMV Capital Advisers position in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of PMV Capital Advisers's portfolio in Q2 2026, its #55 holding.
PMV Capital Advisers first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2025 and has held it in 3 quarters since.
PMV Capital Advisers's iShares 0-1 Year Treasury Bond ETF position peaked at $100K in Q2 2025.
723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on PMV Capital Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.