Presidio Capital Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Presidio Capital Management’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	$790K	Sell	7,158 -136,684	-95%	-$15.1M	0.2%	34
2026 Q1	$15.9M	Sell	143,842 -6,869	-5%	-$757K	4.61%	10
2025 Q4	$16.6M	Sell	150,711 -3,976	-3%	-$438K	4.99%	7
2025 Q3	$17.1M	Buy	154,687 +3,289	+2%	+$363K	5.99%	6
2025 Q2	$16.7M	Buy	151,398 +2,242	+2%	+$247K	6.44%	6
2025 Q1	$16.5M	Buy	149,156 +11,262	+8%	+$1.24M	6.72%	6
2024 Q4	$15.2M	Sell	137,894 -2,009	-1%	-$222K	8.13%	5
2024 Q3	$15.5M	Buy	+139,903	New	+$15.4M	9.89%	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

Presidio Capital Management's SHV Position: Q2 2026 in Review

Presidio Capital Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 95% in Q2 2026, selling an estimated $15.1M and leaving 7,158 shares worth $790K. The position accounts for 0.2% of the portfolio, ranked #34.

Presidio Capital Management first reported a position in SHV in Q3 2024 and has held it in 8 quarters since. The position peaked at $17.1M in Q3 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Presidio Capital Management held 7,158 shares of iShares 0-1 Year Treasury Bond ETF worth $790K as of Q2 2026.
Presidio Capital Management sold 136,684 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $15.1M.
iShares 0-1 Year Treasury Bond ETF made up 0.2% of Presidio Capital Management's portfolio in Q2 2026, its #34 holding.
Presidio Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Presidio Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $17.1M in Q3 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Presidio Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.