Raelipskie Partnership’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Raelipskie Partnership’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	$463K	Hold	4,200	–	–	0.18%	60
2026 Q1	$464K	Hold	4,200	–	–	0.2%	58
2025 Q4	$463K	Hold	4,200	–	–	0.19%	57
2025 Q3	$464K	Hold	4,200	–	–	0.2%	59
2025 Q2	$464K	Hold	4,200	–	–	0.21%	59
2025 Q1	$464K	Hold	4,200	–	–	0.24%	58
2024 Q4	$462K	Hold	4,200	–	–	0.23%	56
2024 Q3	$465K	Hold	4,200	–	–	0.23%	57
2024 Q2	$464K	Hold	4,200	–	–	0.25%	56
2024 Q1	$464K	Hold	4,200	–	–	0.26%	55
2023 Q4	$463K	Buy	+4,200	New	+$463K	0.28%	52

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

Raelipskie Partnership's SHV Position: Q2 2026 in Review

Raelipskie Partnership held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 4,200 shares worth $463K. The position accounts for 0.18% of the portfolio, ranked #60.

Raelipskie Partnership first reported a position in SHV in Q4 2023 and has held it in 11 quarters since. The position peaked at $465K in Q3 2024. 724 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Raelipskie Partnership held 4,200 shares of iShares 0-1 Year Treasury Bond ETF worth $463K as of Q2 2026.
Raelipskie Partnership left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.18% of Raelipskie Partnership's portfolio in Q2 2026, its #60 holding.
Raelipskie Partnership first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Raelipskie Partnership's iShares 0-1 Year Treasury Bond ETF position peaked at $465K in Q3 2024.
724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Raelipskie Partnership's 13F filing for Q2 2026, filed 4 Aug 2026.