Raleigh Capital Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Raleigh Capital 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
2025 Q4	–	Sell	-20	Closed	-$2.21K	–	610
2025 Q3	$2.21K	Buy	+20	New	+$2.21K	﹤0.01%	390
2024 Q1	–	Sell	-951	Closed	-$105K	–	1155
2023 Q4	$105K	Hold	951	–	–	0.05%	222
2023 Q3	$105K	Sell	951 -76	-7%	-$8.38K	0.05%	207
2023 Q2	$113K	Sell	1,027 -245	-19%	-$27K	0.06%	204
2023 Q1	$141K	Hold	1,272	–	–	0.07%	203
2022 Q4	$140K	Sell	1,272 -4,775	-79%	-$525K	0.07%	200
2022 Q3	$665K	Buy	6,047 +4,587	+314%	+$505K	0.39%	80
2022 Q2	$161K	Sell	1,460 -6,953	-83%	-$766K	0.09%	194
2022 Q1	$928K	Buy	+8,413	New	+$928K	0.5%	64

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

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

Raleigh Capital Management's SHV Position: Q4 2025 in Review

Raleigh Capital Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2025, closing a stake of 20 shares — an estimated $2.21K sold.

Raleigh Capital Management first reported a position in SHV in Q1 2022 and held it in 9 quarters. The position peaked at $928K in Q1 2022. 709 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

Raleigh Capital Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Raleigh Capital Management sold 20 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $2.21K.
Raleigh Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and held it in 9 quarters.
Raleigh Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $928K in Q1 2022.
709 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on Raleigh Capital Management's 13F filing for Q4 2025, filed 21 Jan 2026.