Retirement Capital Strategies’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Retirement Capital Strategies’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	$1.84M	Buy	16,679 +8,030	+93%	+$885K	0.7%	31
2025 Q4	$953K	Sell	8,649 -6,132	-41%	-$676K	0.35%	42
2025 Q3	$1.63M	Buy	14,781 +3,257	+28%	+$359K	0.63%	34
2025 Q2	$1.27M	Buy	11,524 +6,987	+154%	+$770K	0.5%	36
2025 Q1	$501K	Hold	4,537	–	–	0.2%	61
2024 Q4	$500K	Buy	+4,537	New	+$500K	0.19%	58
2024 Q1	–	Sell	-3,495	Closed	-$385K	–	79
2023 Q4	$385K	Sell	3,495 -108,876	-97%	-$12M	0.17%	57
2023 Q3	$12.4M	Buy	+112,371	New	+$12.4M	5.81%	6
2023 Q2	–	Sell	-36,419	Closed	-$4.02M	–	66
2023 Q1	$4.02M	Sell	36,419 -8,679	-19%	-$956K	1.96%	13
2022 Q4	$4.96M	Buy	45,098 +2,084	+5%	+$229K	2.43%	11
2022 Q3	$4.73M	Buy	+43,014	New	+$4.73M	2.17%	12
2020 Q4	–	Sell	-1,824	Closed	-$202K	–	73
2020 Q3	$202K	Buy	+1,824	New	+$202K	0.09%	60

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 $462M AUM 52.29% 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

Retirement Capital Strategies's SHV Position: Q1 2026 in Review

Retirement Capital Strategies increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 93% in Q1 2026, buying an estimated $885K and bringing the position to 16,679 shares worth $1.84M. The position accounts for 0.7% of the portfolio, ranked #31.

Retirement Capital Strategies first reported a position in SHV in Q3 2020 and has held it in 12 quarters since. The position peaked at $12.4M in Q3 2023. 737 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Retirement Capital Strategies held 16,679 shares of iShares 0-1 Year Treasury Bond ETF worth $1.84M as of Q1 2026.
Retirement Capital Strategies bought 8,030 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $885K.
iShares 0-1 Year Treasury Bond ETF made up 0.7% of Retirement Capital Strategies's portfolio in Q1 2026, its #31 holding.
Retirement Capital Strategies first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2020 and has held it in 12 quarters since.
Retirement Capital Strategies's iShares 0-1 Year Treasury Bond ETF position peaked at $12.4M in Q3 2023.
737 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Retirement Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.