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Retirement Guys Formula’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Retirement Guys Formula’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 		$206K Buy
+1,863
New +$205K 0.09% 147

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Retirement Guys Formula's SHV Position: Q1 2026 in Review

Retirement Guys Formula opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026: 1,863 shares worth $206K. The stake represents 0.09% of the portfolio and ranks #147 among its holdings.

736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Retirement Guys Formula held 1,863 shares of iShares 0-1 Year Treasury Bond ETF worth $206K as of Q1 2026.
  • iShares 0-1 Year Treasury Bond ETF was a new Retirement Guys Formula position in Q1 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.09% of Retirement Guys Formula's portfolio in Q1 2026, its #147 holding.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.