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 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 $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raelipskie Partnership's SHV Position: Q1 2026 in Review

Raelipskie Partnership held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q1 2026 at 4,200 shares worth $464K. The position accounts for 0.2% of the portfolio, ranked #58.

Raelipskie Partnership first reported a position in SHV in Q4 2023 and has held it in 10 quarters since. The position peaked at $465K in Q3 2024. 737 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Raelipskie Partnership held 4,200 shares of iShares 0-1 Year Treasury Bond ETF worth $464K as of Q1 2026.
Raelipskie Partnership left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.2% of Raelipskie Partnership's portfolio in Q1 2026, its #58 holding.
Raelipskie Partnership first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Raelipskie Partnership's iShares 0-1 Year Treasury Bond ETF position peaked at $465K in Q3 2024.
737 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Raelipskie Partnership's 13F filing for Q1 2026, filed 29 Apr 2026.