PUI
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Purpose Unlimited Inc’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Purpose Unlimited Inc’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 		$45.1K Sell
402
-38
-9% -$4.19K ﹤0.01% 336
2026
Q1 		$48.6K Buy
+440
New +$48.5K ﹤0.01% 325

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LPL Financial
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Bank of America
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Wealthfront Advisers
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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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Purpose Unlimited Inc's SHV Position: Q2 2026 in Review

Purpose Unlimited Inc reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 8.6% in Q2 2026, selling an estimated $4.19K and leaving 402 shares worth $45.1K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Purpose Unlimited Inc first reported a position in SHV in Q1 2026 and has held it in 2 quarters since. The position peaked at $48.6K in Q1 2026. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Purpose Unlimited Inc held 402 shares of iShares 0-1 Year Treasury Bond ETF worth $45.1K as of Q2 2026.
  • Purpose Unlimited Inc sold 38 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.19K.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q2 2026, its #336 holding.
  • Purpose Unlimited Inc first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's iShares 0-1 Year Treasury Bond ETF position peaked at $48.6K in Q1 2026.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.