RWM
SHV icon

Ritholtz Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Ritholtz Wealth Management’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 		$3.48M Buy
31,566
+2,886
+10% +$318K 0.05% 267
2026
Q1 		$3.17M Buy
28,680
+606
+2% +$66.8K 0.05% 260
2025
Q4 		$3.09M Buy
28,074
+1,042
+4% +$115K 0.06% 246
2025
Q3 		$2.99M Sell
27,032
-10,746
-28% -$1.19M 0.06% 235
2025
Q2 		$4.17M Sell
37,778
-11,330
-23% -$1.25M 0.09% 134
2025
Q1 		$5.42M Buy
49,108
+350
+0.7% +$38.6K 0.16% 85
2024
Q4 		$5.37M Sell
48,758
-681
-1% -$75.1K 0.16% 76
2024
Q3 		$5.47M Buy
49,439
+1,330
+3% +$147K 0.16% 77
2024
Q2 		$5.32M Buy
48,109
+1,476
+3% +$163K 0.18% 69
2024
Q1 		$5.15M Sell
46,633
-387,432
-89% -$42.7M 0.18% 71
2023
Q4 		$47.8M Buy
434,065
+60,828
+16% +$6.71M 1.85% 14
2023
Q3 		$41.2M Sell
373,237
-306,861
-45% -$33.8M 1.85% 12
2023
Q2 		$75.1M Buy
680,098
+47,428
+7% +$5.23M 3.38% 6
2023
Q1 		$69.9M Buy
632,670
+231,374
+58% +$25.5M 3.48% 5
2022
Q4 		$44.1M Sell
401,296
-9,543
-2% -$1.05M 2.46% 8
2022
Q3 		$45.2M Sell
410,839
-160
-0% -$17.6K 2.4% 8
2022
Q2 		$45.3M Buy
410,999
+364,584
+785% +$40.2M 2.85% 8
2022
Q1 		$5.12M Buy
46,415
+1,204
+3% +$133K 0.35% 34
2021
Q4 		$4.99M Buy
45,211
+6,928
+18% +$765K 0.31% 33
2021
Q3 		$4.23M Buy
38,283
+2,046
+6% +$226K 0.29% 37
2021
Q2 		$4M Sell
36,237
-6,177
-15% -$683K 0.29% 38
2021
Q1 		$4.69M Buy
42,414
+9,594
+29% +$1.06M 0.39% 24
2020
Q4 		$3.63M Buy
32,820
+2,581
+9% +$286K 0.35% 29
2020
Q3 		$3.35M Buy
30,239
+4,773
+19% +$528K 0.38% 27
2020
Q2 		$2.82M Buy
25,466
+14,906
+141% +$1.65M 0.36% 32
2020
Q1 		$1.17M Buy
10,560
+8,248
+357% +$913K 0.19% 42
2019
Q4 		$255K Buy
+2,312
New +$256K 0.04% 122

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

Ritholtz Wealth Management's SHV Position: Q2 2026 in Review

Ritholtz Wealth Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 10% in Q2 2026, buying an estimated $318K and bringing the position to 31,566 shares worth $3.48M. The position accounts for 0.05% of the portfolio, ranked #267.

Ritholtz Wealth Management first reported a position in SHV in Q4 2019 and has held it in 27 quarters since. The position peaked at $75.1M in Q2 2023. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Ritholtz Wealth Management held 31,566 shares of iShares 0-1 Year Treasury Bond ETF worth $3.48M as of Q2 2026.
  • Ritholtz Wealth Management bought 2,886 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $318K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.05% of Ritholtz Wealth Management's portfolio in Q2 2026, its #267 holding.
  • Ritholtz Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Ritholtz Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $75.1M in Q2 2023.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.