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Richards, Merrill & Peterson’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Richards, Merrill & Peterson’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 		$160K Hold
1,450
– – 0.05% 203
2026
Q1 		$160K Buy
+1,450
New +$160K 0.06% 192

Other funds holding SHV

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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

Richards, Merrill & Peterson's SHV Position: Q2 2026 in Review

Richards, Merrill & Peterson held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 1,450 shares worth $160K. The position accounts for 0.05% of the portfolio, ranked #203.

Richards, Merrill & Peterson first reported a position in SHV in Q1 2026 and has held it in 2 quarters since. The position peaked at $160K in Q1 2026. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Richards, Merrill & Peterson held 1,450 shares of iShares 0-1 Year Treasury Bond ETF worth $160K as of Q2 2026.
  • Richards, Merrill & Peterson left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.05% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #203 holding.
  • Richards, Merrill & Peterson first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Richards, Merrill & Peterson's iShares 0-1 Year Treasury Bond ETF position peaked at $160K in Q1 2026.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.