Rakuten Securities
SHV icon

Rakuten Securities’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Rakuten Securities’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
Q3 		$3.86K Buy
35
+34
+3,400% +$3.75K ﹤0.01% 637
2026
Q2 		$110 Hold
1
– – ﹤0.01% 860
2026
Q1 		$110 Hold
1
– – ﹤0.01% 825
2025
Q4 		$110 Sell
1
-3
-75% -$331 ﹤0.01% 844
2025
Q3 		$442 Sell
4
-1,856
-100% -$205K ﹤0.01% 776
2025
Q2 		$205K Buy
1,860
+1,825
+5,214% +$201K 0.08% 123
2025
Q1 		$3.87K Buy
35
+34
+3,400% +$3.75K ﹤0.01% 517
2024
Q4 		$110 Sell
1
-89
-99% -$9.8K ﹤0.01% 729
2024
Q3 		$10K Buy
+90
New +$9.9K ﹤0.01% 337
2024
Q2 		– Sell
-806
Closed -$89.1K – 772
2024
Q1 		$89.1K Buy
+806
New +$88.9K 0.04% 141

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AssetMark Inc
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
White Lighthouse Investment Management
White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cynosure Group
Cynosure Group Salt Lake City, Utah $707M AUM 13.54% 1-Year Est. Return

Rakuten Securities's SHV Position: Q3 2026 in Review

Rakuten Securities increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3,400% in Q3 2026, buying an estimated $3.75K and bringing the position to 35 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Rakuten Securities first reported a position in SHV in Q1 2024 and has held it in 10 quarters since. The position peaked at $205K in Q2 2025. 448 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Rakuten Securities held 35 shares of iShares 0-1 Year Treasury Bond ETF worth $3.86K as of Q3 2026.
  • Rakuten Securities bought 34 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $3.75K.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Rakuten Securities's portfolio in Q3 2026, its #637 holding.
  • Rakuten Securities first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Rakuten Securities's iShares 0-1 Year Treasury Bond ETF position peaked at $205K in Q2 2025.
  • 448 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Rakuten Securities's 13F filing for Q3 2026, filed 2 Nov 2026.