Quest 10 Wealth Builders’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Quest 10 Wealth Builders’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	$144K	Sell	1,305 -261	-17%	-$28.8K	0.11%	118
2026 Q1	$173K	Buy	1,566 +1,445	+1,194%	+$159K	0.15%	104
2025 Q4	$13.4K	Sell	121 -854	-88%	-$94.2K	0.01%	372
2025 Q3	$108K	Sell	975 -1	-0.1%	-$110	0.1%	124
2025 Q2	$108K	Buy	976 +841	+623%	+$92.7K	0.11%	119
2025 Q1	$15K	Sell	135 -813	-86%	-$89.7K	0.02%	314
2024 Q4	$104K	Buy	+948	New	+$105K	0.1%	125

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

Quest 10 Wealth Builders's SHV Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 17% in Q2 2026, selling an estimated $28.8K and leaving 1,305 shares worth $144K. The position accounts for 0.11% of the portfolio, ranked #118.

Quest 10 Wealth Builders first reported a position in SHV in Q4 2024 and has held it in 7 quarters since. The position peaked at $173K in Q1 2026. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Quest 10 Wealth Builders held 1,305 shares of iShares 0-1 Year Treasury Bond ETF worth $144K as of Q2 2026.
Quest 10 Wealth Builders sold 261 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $28.8K.
iShares 0-1 Year Treasury Bond ETF made up 0.11% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #118 holding.
Quest 10 Wealth Builders first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's iShares 0-1 Year Treasury Bond ETF position peaked at $173K in Q1 2026.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.