RWB
SHV icon

RMR Wealth Builders’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

RMR Wealth Builders’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 		$317K Buy
2,875
+397
+16% +$43.8K 0.02% 246
2026
Q1 		$274K Buy
2,478
+93
+4% +$10.3K 0.02% 244
2025
Q4 		$263K Sell
2,385
-20
-0.8% -$2.21K 0.02% 244
2025
Q3 		$266K Buy
2,405
+7
+0.3% +$772 0.02% 243
2025
Q2 		$265K Sell
2,398
-238
-9% -$26.2K 0.02% 242
2025
Q1 		$291K Sell
2,636
-237
-8% -$26.1K 0.03% 210
2024
Q4 		$316K Sell
2,873
-919
-24% -$101K 0.03% 203
2024
Q3 		$419K Buy
3,792
+286
+8% +$31.6K 0.04% 172
2024
Q2 		$387K Sell
3,506
-515
-13% -$56.8K 0.04% 172
2024
Q1 		$445K Buy
4,021
+29
+0.7% +$3.2K 0.05% 162
2023
Q4 		$440K Sell
3,992
-2,863
-42% -$316K 0.06% 154
2023
Q3 		$757K Sell
6,855
-1,210
-15% -$133K 0.12% 93
2023
Q2 		$891K Sell
8,065
-702
-8% -$77.4K 0.15% 68
2023
Q1 		$969K Sell
8,767
-17,507
-67% -$1.93M 0.18% 63
2022
Q4 		$2.89M Buy
26,274
+8,131
+45% +$894K 0.65% 30
2022
Q3 		$2M Sell
18,143
-2,198
-11% -$242K 0.49% 31
2022
Q2 		$2.24M Buy
20,341
+1,870
+10% +$206K 0.56% 32
2022
Q1 		$2.04M Sell
18,471
-4,832
-21% -$533K 0.44% 36
2021
Q4 		$2.57M Sell
23,303
-82,085
-78% -$9.07M 0.74% 27
2021
Q3 		$11.6M Buy
105,388
+19,054
+22% +$2.11M 3.42% 6
2021
Q2 		$9.54M Sell
86,334
-35,783
-29% -$3.95M 3.13% 7
2021
Q1 		$13.5M Buy
122,117
+74,436
+156% +$8.23M 3.51% 6
2020
Q4 		$5.27M Sell
47,681
-72,553
-60% -$8.03M 2.59% 8
2020
Q3 		$13.3M Buy
120,234
+94,288
+363% +$10.4M 3.46% 8
2020
Q2 		$2.87M Buy
+25,946
New +$2.88M 2.56% 5
2019
Q4 		$1.45M Buy
+13,105
New +$1.45M 1.39% 16

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

RMR Wealth Builders's SHV Position: Q2 2026 in Review

RMR Wealth Builders increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 16% in Q2 2026, buying an estimated $43.8K and bringing the position to 2,875 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #246.

RMR Wealth Builders first reported a position in SHV in Q4 2019 and has held it in 26 quarters since. The position peaked at $13.5M in Q1 2021. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • RMR Wealth Builders held 2,875 shares of iShares 0-1 Year Treasury Bond ETF worth $317K as of Q2 2026.
  • RMR Wealth Builders bought 397 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $43.8K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.02% of RMR Wealth Builders's portfolio in Q2 2026, its #246 holding.
  • RMR Wealth Builders first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • RMR Wealth Builders's iShares 0-1 Year Treasury Bond ETF position peaked at $13.5M in Q1 2021.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.