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 Q2	$844K	Sell	7,651 -9,028	-54%	-$995K	0.29%	46
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 $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

Retirement Capital Strategies's SHV Position: Q2 2026 in Review

Retirement Capital Strategies reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 54% in Q2 2026, selling an estimated $995K and leaving 7,651 shares worth $844K. The position accounts for 0.29% of the portfolio, ranked #46.

Retirement Capital Strategies first reported a position in SHV in Q3 2020 and has held it in 13 quarters since. The position peaked at $12.4M in Q3 2023. 726 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Retirement Capital Strategies held 7,651 shares of iShares 0-1 Year Treasury Bond ETF worth $844K as of Q2 2026.
Retirement Capital Strategies sold 9,028 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $995K.
iShares 0-1 Year Treasury Bond ETF made up 0.29% of Retirement Capital Strategies's portfolio in Q2 2026, its #46 holding.
Retirement Capital Strategies first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2020 and has held it in 13 quarters since.
Retirement Capital Strategies's iShares 0-1 Year Treasury Bond ETF position peaked at $12.4M in Q3 2023.
726 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Retirement Capital Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.