Private Client Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Private Client Services’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	$243K	Sell	2,203 -424	-16%	-$46.7K	0.06%	198
2026 Q1	$290K	Sell	2,627 -355	-12%	-$39.1K	0.09%	164
2025 Q4	$329K	Sell	2,982 -739	-20%	-$81.5K	0.1%	134
2025 Q3	$411K	Sell	3,721 -7,164	-66%	-$790K	0.14%	118
2025 Q2	$1.2M	Buy	10,885 +8,516	+359%	+$939K	0.47%	55
2025 Q1	$262K	Buy	2,369 +137	+6%	+$15.1K	0.13%	149
2024 Q4	$246K	Buy	+2,232	New	+$246K	0.13%	150

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

Private Client Services's SHV Position: Q2 2026 in Review

Private Client Services reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 16% in Q2 2026, selling an estimated $46.7K and leaving 2,203 shares worth $243K. The position accounts for 0.06% of the portfolio, ranked #198.

Private Client Services first reported a position in SHV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.2M in Q2 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Private Client Services held 2,203 shares of iShares 0-1 Year Treasury Bond ETF worth $243K as of Q2 2026.
Private Client Services sold 424 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $46.7K.
iShares 0-1 Year Treasury Bond ETF made up 0.06% of Private Client Services's portfolio in Q2 2026, its #198 holding.
Private Client Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Private Client Services's iShares 0-1 Year Treasury Bond ETF position peaked at $1.2M in Q2 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.