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Revolve Wealth Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Revolve Wealth Partners’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 		$380K Buy
+3,440
New +$379K 0.04% 234
2025
Q1 		– Sell
-3,526
Closed -$388K – 241
2024
Q4 		$388K Buy
+3,526
New +$389K 0.06% 139

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

Revolve Wealth Partners's SHV Position: Q2 2026 in Review

Revolve Wealth Partners opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 3,440 shares worth $380K. The stake represents 0.04% of the portfolio and ranks #234 among its holdings. This is a return to the name: Revolve Wealth Partners previously reported a position in SHV as recently as Q4 2024.

Revolve Wealth Partners first reported a position in SHV in Q4 2024 and has held it in 2 quarters since. The position peaked at $388K in Q4 2024. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Revolve Wealth Partners held 3,440 shares of iShares 0-1 Year Treasury Bond ETF worth $380K as of Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF was a new Revolve Wealth Partners position in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.04% of Revolve Wealth Partners's portfolio in Q2 2026, its #234 holding.
  • Revolve Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • Revolve Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $388K in Q4 2024.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.