Regatta Capital Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Regatta Capital Group’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	$489K	Buy	4,432 +1,097	+33%	+$121K	0.07%	145
2026 Q1	$368K	Sell	3,335 -586	-15%	-$64.6K	0.06%	154
2025 Q4	$432K	Sell	3,921 -348	-8%	-$38.4K	0.07%	145
2025 Q3	$472K	Sell	4,269 -28	-0.7%	-$3.09K	0.07%	142
2025 Q2	$474K	Sell	4,297 -3,551	-45%	-$392K	0.08%	143
2025 Q1	$867K	Buy	7,848 +4,528	+136%	+$499K	0.17%	91
2024 Q4	$366K	Sell	3,320 -30	-0.9%	-$3.31K	0.07%	139
2024 Q3	$371K	Buy	+3,350	New	+$370K	0.07%	144

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Regatta Capital Group's SHV Position: Q2 2026 in Review

Regatta Capital Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 33% in Q2 2026, buying an estimated $121K and bringing the position to 4,432 shares worth $489K. The position accounts for 0.07% of the portfolio, ranked #145.

Regatta Capital Group first reported a position in SHV in Q3 2024 and has held it in 8 quarters since. The position peaked at $867K in Q1 2025. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Regatta Capital Group held 4,432 shares of iShares 0-1 Year Treasury Bond ETF worth $489K as of Q2 2026.
Regatta Capital Group bought 1,097 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $121K.
iShares 0-1 Year Treasury Bond ETF made up 0.07% of Regatta Capital Group's portfolio in Q2 2026, its #145 holding.
Regatta Capital Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Regatta Capital Group's iShares 0-1 Year Treasury Bond ETF position peaked at $867K in Q1 2025.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.