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Realta Investment Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Realta Investment Advisors’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 		$2.48M Buy
22,469
+1,795
+9% +$198K 0.77% 30
2026
Q1 		$2.28M Buy
20,674
+559
+3% +$61.6K 0.79% 31
2025
Q4 		$2.22M Buy
20,115
+201
+1% +$22.2K 0.73% 31
2025
Q3 		$2.2M Buy
19,914
+2,776
+16% +$306K 0.74% 35
2025
Q2 		$1.89M Buy
17,138
+2,428
+17% +$268K 0.75% 31
2025
Q1 		$1.62M Sell
14,710
-819
-5% -$90.3K 0.74% 36
2024
Q4 		$1.71M Buy
15,529
+1,981
+15% +$218K 0.7% 34
2024
Q3 		$1.49M Buy
13,548
+1,270
+10% +$140K 0.69% 36
2024
Q2 		$1.36M Buy
12,278
+515
+4% +$56.8K 0.27% 93
2024
Q1 		$1.3M Buy
11,763
+178
+2% +$19.6K 0.27% 91
2023
Q4 		$1.28M Sell
11,585
-3,175
-22% -$350K 0.29% 81
2023
Q3 		$1.63M Hold
14,760
– – 0.37% 55
2023
Q2 		$1.63M Sell
14,760
-1,204
-8% -$133K 0.36% 58
2023
Q1 		$1.76M Buy
15,964
+12,090
+312% +$1.33M 0.43% 52
2022
Q4 		$426K Buy
3,874
+3,809
+5,860% +$419K 0.1% 233
2022
Q3 		$7K Buy
+65
New +$7.15K ﹤0.01% 735
2022
Q1 		– Sell
-7,387
Closed -$816K – 457
2021
Q4 		$816K Sell
7,387
-270
-4% -$29.8K 0.18% 138
2021
Q3 		$846K Sell
7,657
-521
-6% -$57.6K 0.2% 128
2021
Q2 		$904K Buy
8,178
+1,506
+23% +$166K 0.21% 121
2021
Q1 		$737K Buy
6,672
+3,158
+90% +$349K 0.19% 139
2020
Q4 		$388K Buy
+3,514
New +$389K 0.11% 203
2020
Q1 		– Sell
-209
Closed -$23K – 1198
2019
Q4 		$23K Sell
209
-51
-20% -$5.64K 0.01% 881
2019
Q3 		$29K Buy
260
+1
+0.4% +$111 0.01% 815
2019
Q2 		$29K Sell
259
-24
-8% -$2.65K 0.01% 815
2019
Q1 		$32K Buy
+283
New +$31.3K 0.01% 659

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Realta Investment Advisors's SHV Position: Q2 2026 in Review

Realta Investment Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 8.7% in Q2 2026, buying an estimated $198K and bringing the position to 22,469 shares worth $2.48M. The position accounts for 0.77% of the portfolio, ranked #30.

Realta Investment Advisors first reported a position in SHV in Q1 2019 and has held it in 25 quarters since. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Realta Investment Advisors held 22,469 shares of iShares 0-1 Year Treasury Bond ETF worth $2.48M as of Q2 2026.
  • Realta Investment Advisors bought 1,795 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $198K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.77% of Realta Investment Advisors's portfolio in Q2 2026, its #30 holding.
  • Realta Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and has held it in 25 quarters since.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.