RWPA
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Richard W. Paul & Associates’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Richard W. Paul & Associates’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 		$2.98K Sell
27
-3
-10% -$331 ﹤0.01% 275
2026
Q1 		$3.31K Buy
+30
New +$3.31K ﹤0.01% 251
2025
Q4 		– Sell
-164
Closed -$18.1K – 317
2025
Q3 		$18.1K Hold
164
– – 0.01% 209
2025
Q2 		$18.1K Sell
164
-4,967
-97% -$548K 0.01% 222
2025
Q1 		$567K Sell
5,131
-409
-7% -$45.1K 0.22% 103
2024
Q4 		$610K Sell
5,540
-885
-14% -$97.6K 0.22% 111
2024
Q3 		$711K Sell
6,425
-389
-6% -$42.9K 0.26% 107
2024
Q2 		$753K Sell
6,814
-477
-7% -$52.6K 0.29% 94
2024
Q1 		$806K Sell
7,291
-1,687
-19% -$186K 0.32% 81
2023
Q4 		$989K Buy
8,978
+8,959
+47,153% +$988K 0.42% 63
2023
Q3 		$2.1K Sell
19
-1,752
-99% -$193K ﹤0.01% 400
2023
Q2 		$196K Sell
1,771
-118
-6% -$13K 0.09% 170
2023
Q1 		$209K Sell
1,889
-350
-16% -$38.6K 0.1% 163
2022
Q4 		$246K Buy
+2,239
New +$246K 0.12% 151

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

Richard W. Paul & Associates's SHV Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 10% in Q2 2026, selling an estimated $331 and leaving 27 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Richard W. Paul & Associates first reported a position in SHV in Q4 2022 and has held it in 14 quarters since. The position peaked at $989K in Q4 2023. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Richard W. Paul & Associates held 27 shares of iShares 0-1 Year Treasury Bond ETF worth $2.98K as of Q2 2026.
  • Richard W. Paul & Associates sold 3 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $331.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #275 holding.
  • Richard W. Paul & Associates first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Richard W. Paul & Associates's iShares 0-1 Year Treasury Bond ETF position peaked at $989K in Q4 2023.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.