Rinkey Investments’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Rinkey Investments’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	$546K	Buy	4,944 +94	+2%	+$10.4K	0.13%	78
2026 Q1	$535K	Sell	4,850 -117	-2%	-$12.9K	0.14%	69
2025 Q4	$547K	Sell	4,967 -480	-9%	-$52.9K	0.14%	67
2025 Q3	$602K	Sell	5,447 -538	-9%	-$59.3K	0.16%	66
2025 Q2	$661K	Buy	+5,985	New	+$660K	0.2%	54
2024 Q2	–	Sell	-12,853	Closed	-$1.42M	–	78
2024 Q1	$1.42M	Buy	12,853 +107	+0.8%	+$11.8K	0.52%	29
2023 Q4	$1.4M	Buy	12,746 +597	+5%	+$65.8K	0.55%	30
2023 Q3	$1.34M	Buy	12,149 +588	+5%	+$64.8K	0.61%	20
2023 Q2	$1.28M	Hold	11,561	–	–	0.58%	21
2023 Q1	$1.28M	Buy	11,561 +1,570	+16%	+$173K	0.67%	21
2022 Q4	$1.1M	Hold	9,991	–	–	0.66%	21
2022 Q3	$1.1M	Buy	+9,991	New	+$1.1M	0.83%	18

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

Rinkey Investments's SHV Position: Q2 2026 in Review

Rinkey Investments increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.9% in Q2 2026, buying an estimated $10.4K and bringing the position to 4,944 shares worth $546K. The position accounts for 0.13% of the portfolio, ranked #78.

Rinkey Investments first reported a position in SHV in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.42M in Q1 2024. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Rinkey Investments held 4,944 shares of iShares 0-1 Year Treasury Bond ETF worth $546K as of Q2 2026.
Rinkey Investments bought 94 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $10.4K.
iShares 0-1 Year Treasury Bond ETF made up 0.13% of Rinkey Investments's portfolio in Q2 2026, its #78 holding.
Rinkey Investments first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and has held it in 12 quarters since.
Rinkey Investments's iShares 0-1 Year Treasury Bond ETF position peaked at $1.42M in Q1 2024.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Rinkey Investments's 13F filing for Q2 2026, filed 20 Jul 2026.