Principal Securities’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Principal Securities’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	$4.15M	Sell	37,573 -99,756	-73%	-$11M	0.05%	337
2026 Q1	$15.2M	Buy	137,329 +113,041	+465%	+$12.5M	0.22%	89
2025 Q4	$2.68M	Buy	24,288 +3,469	+17%	+$383K	0.04%	382
2025 Q3	$2.3M	Buy	20,819 +500	+2%	+$55.1K	0.04%	405
2025 Q2	$2.24M	Sell	20,319 -4,230	-17%	-$466K	0.04%	377
2025 Q1	$2.7M	Buy	24,549 +5	+0%	+$551	0.06%	290
2024 Q4	$2.7M	Buy	24,544 +2,165	+10%	+$239K	0.06%	289
2024 Q3	$2.48M	Sell	22,379 -18,648	-45%	-$2.06M	0.06%	284
2024 Q2	$4.53M	Buy	41,027 +18,780	+84%	+$2.07M	0.12%	153
2024 Q1	$2.46M	Buy	22,247 +9,390	+73%	+$1.04M	0.08%	244
2023 Q4	$1.42M	Buy	+12,857	New	+$1.42M	0.05%	322

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

Principal Securities's SHV Position: Q2 2026 in Review

Principal Securities reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 73% in Q2 2026, selling an estimated $11M and leaving 37,573 shares worth $4.15M. The position accounts for 0.05% of the portfolio, ranked #337.

Principal Securities first reported a position in SHV in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.2M in Q1 2026. 723 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Principal Securities held 37,573 shares of iShares 0-1 Year Treasury Bond ETF worth $4.15M as of Q2 2026.
Principal Securities sold 99,756 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $11M.
iShares 0-1 Year Treasury Bond ETF made up 0.05% of Principal Securities's portfolio in Q2 2026, its #337 holding.
Principal Securities first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's iShares 0-1 Year Treasury Bond ETF position peaked at $15.2M in Q1 2026.
723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.