Raymond James Financial’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Raymond James Financial’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	$159M	Buy	1,445,040 +112,722	+8%	+$12.4M	0.04%	394
2026 Q1	$147M	Sell	1,332,318 -57,271	-4%	-$6.31M	0.05%	372
2025 Q4	$153M	Buy	1,389,589 +38,067	+3%	+$4.2M	0.05%	353
2025 Q3	$149M	Sell	1,351,522 -224,670	-14%	-$24.8M	0.05%	352
2025 Q2	$174M	Buy	1,576,192 +160,138	+11%	+$17.7M	0.06%	299
2025 Q1	$156M	Buy	1,416,054 +292,648	+26%	+$32.3M	0.06%	302
2024 Q4	$124M	Buy	+1,123,406	New	+$124M	0.05%	366

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial's SHV Position: Q2 2026 in Review

Raymond James Financial increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 8.5% in Q2 2026, buying an estimated $12.4M and bringing the position to 1,445,040 shares worth $159M. The position accounts for 0.04% of the portfolio, ranked #394.

Raymond James Financial first reported a position in SHV in Q4 2024 and has held it in 7 quarters since. The position peaked at $174M in Q2 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Raymond James Financial held 1,445,040 shares of iShares 0-1 Year Treasury Bond ETF worth $159M as of Q2 2026.
Raymond James Financial bought 112,722 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $12.4M.
iShares 0-1 Year Treasury Bond ETF made up 0.04% of Raymond James Financial's portfolio in Q2 2026, its #394 holding.
Raymond James Financial first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's iShares 0-1 Year Treasury Bond ETF position peaked at $174M in Q2 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.