Robinson Value Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Robinson Value 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 Q1	$1.81M	Sell	16,363 -18,265	-53%	-$2.01M	1.01%	40
2025 Q4	$3.81M	Buy	34,628 +33,043	+2,085%	+$3.64M	2.06%	18
2025 Q3	$175K	Hold	1,585	–	–	0.1%	61
2025 Q2	$175K	Hold	1,585	–	–	0.11%	56
2025 Q1	$175K	Hold	1,585	–	–	0.11%	58
2024 Q4	$175K	Sell	1,585 -69,470	-98%	-$7.66M	0.12%	58
2024 Q3	$7.86M	Sell	71,055 -5,986	-8%	-$661K	5.1%	2
2024 Q2	$8.51M	Sell	77,041 -3,738	-5%	-$412K	5.93%	2
2024 Q1	$8.93M	Sell	80,779 -9,796	-11%	-$1.08M	5.99%	2
2023 Q4	$9.98M	Sell	90,575 -15,635	-15%	-$1.72M	6.56%	2
2023 Q3	$11.7M	Sell	106,210 -12,725	-11%	-$1.4M	8.74%	1
2023 Q2	$13.1M	Buy	118,935 +4,896	+4%	+$540K	9.51%	1
2023 Q1	$12.6M	Buy	+114,039	New	+$12.6M	9.68%	1
2019 Q2	$38K	Buy	+347	New	+$38.3K	0.04%	66

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Robinson Value Management's SHV Position: Q1 2026 in Review

Robinson Value Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 53% in Q1 2026, selling an estimated $2.01M and leaving 16,363 shares worth $1.81M. The position accounts for 1.01% of the portfolio, ranked #40.

Robinson Value Management first reported a position in SHV in Q2 2019 and has held it in 14 quarters since. The position peaked at $13.1M in Q2 2023. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Robinson Value Management held 16,363 shares of iShares 0-1 Year Treasury Bond ETF worth $1.81M as of Q1 2026.
Robinson Value Management sold 18,265 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.01M.
iShares 0-1 Year Treasury Bond ETF made up 1.01% of Robinson Value Management's portfolio in Q1 2026, its #40 holding.
Robinson Value Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2019 and has held it in 14 quarters since.
Robinson Value Management's iShares 0-1 Year Treasury Bond ETF position peaked at $13.1M in Q2 2023.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Robinson Value Management's 13F filing for Q1 2026, filed 5 May 2026.