Principia Wealth Advisory’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Principia Wealth Advisory’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	$843K	Sell	7,642 -1,002	-12%	-$110K	0.42%	40
2026 Q1	$954K	Sell	8,644 -11,448	-57%	-$1.26M	0.54%	31
2025 Q4	$2.21M	Sell	20,092 -1,989	-9%	-$219K	1.38%	21
2025 Q3	$2.44M	Sell	22,081 -8,565	-28%	-$945K	1.68%	18
2025 Q2	$3.38M	Sell	30,646 -1,662	-5%	-$183K	2.86%	12
2025 Q1	$3.56M	Buy	32,308 +5,964	+23%	+$658K	3.41%	11
2024 Q4	$2.9M	Buy	+26,344	New	+$2.91M	2.72%	14

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

Principia Wealth Advisory's SHV Position: Q2 2026 in Review

Principia Wealth Advisory reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 12% in Q2 2026, selling an estimated $110K and leaving 7,642 shares worth $843K. The position accounts for 0.42% of the portfolio, ranked #40.

Principia Wealth Advisory first reported a position in SHV in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.56M in Q1 2025. 721 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Principia Wealth Advisory held 7,642 shares of iShares 0-1 Year Treasury Bond ETF worth $843K as of Q2 2026.
Principia Wealth Advisory sold 1,002 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $110K.
iShares 0-1 Year Treasury Bond ETF made up 0.42% of Principia Wealth Advisory's portfolio in Q2 2026, its #40 holding.
Principia Wealth Advisory first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's iShares 0-1 Year Treasury Bond ETF position peaked at $3.56M in Q1 2025.
721 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.