Raab & Moskowitz Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Raab & Moskowitz Asset Management’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	$213K	Buy	+1,929	New	+$213K	0.04%	191
2024 Q1	–	Sell	-2,245	Closed	-$247K	–	172
2023 Q4	$247K	Hold	2,245	–	–	0.08%	151
2023 Q3	$248K	Sell	2,245 -654	-23%	-$72.1K	0.09%	150
2023 Q2	$320K	Buy	+2,899	New	+$320K	0.11%	134
2020 Q1	–	Sell	-100	Closed	-$11K	–	438
2019 Q4	$11K	Buy	+100	New	+$11.1K	﹤0.01%	396
2019 Q1	–	Sell	-2,275	Closed	-$250K	–	173
2018 Q4	$250K	Buy	2,275 +2,175	+2,175%	+$240K	0.12%	139
2018 Q3	$11K	Buy	+100	New	+$11K	﹤0.01%	401
2015 Q1	–	Sell	-100	Closed	-$11K	–	322
2014 Q4	$11K	Buy	+100	New	+$11K	0.01%	317

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

Raab & Moskowitz Asset Management's SHV Position: Q2 2026 in Review

Raab & Moskowitz Asset Management opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 1,929 shares worth $213K. The stake represents 0.04% of the portfolio and ranks #191 among its holdings. This is a return to the name: Raab & Moskowitz Asset Management previously reported a position in SHV as recently as Q4 2023.

Raab & Moskowitz Asset Management first reported a position in SHV in Q4 2014 and has held it in 8 quarters since. The position peaked at $320K in Q2 2023. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Raab & Moskowitz Asset Management held 1,929 shares of iShares 0-1 Year Treasury Bond ETF worth $213K as of Q2 2026.
iShares 0-1 Year Treasury Bond ETF was a new Raab & Moskowitz Asset Management position in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.04% of Raab & Moskowitz Asset Management's portfolio in Q2 2026, its #191 holding.
Raab & Moskowitz Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2014 and has held it in 8 quarters since.
Raab & Moskowitz Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $320K in Q2 2023.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.