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 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%	-$9.81K	﹤0.01%	729
2024 Q3	$9.96K	Buy	+90	New	+$9.93K	﹤0.01%	337
2024 Q2	–	Sell	-806	Closed	-$89.1K	–	772
2024 Q1	$89.1K	Buy	+806	New	+$88.9K	0.04%	141

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 $380M AUM 40.02% 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

Rakuten Securities's SHV Position: Q1 2026 in Review

Rakuten Securities held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q1 2026 at 1 share worth $110. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Rakuten Securities first reported a position in SHV in Q1 2024 and has held it in 8 quarters since. The position peaked at $205K in Q2 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Rakuten Securities held 1 share of iShares 0-1 Year Treasury Bond ETF worth $110 as of Q1 2026.
Rakuten Securities left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Rakuten Securities's portfolio in Q1 2026, its #825 holding.
Rakuten Securities first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and has held it in 8 quarters since.
Rakuten Securities's iShares 0-1 Year Treasury Bond ETF position peaked at $205K in Q2 2025.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Rakuten Securities's 13F filing for Q1 2026, filed 1 May 2026.