Roble Belko & Company’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Roble Belko & Company’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	$776K	Hold	7,033	–	–	0.1%	69
2025 Q4	$775K	Hold	7,033	–	–	0.1%	61
2025 Q3	$777K	Hold	7,033	–	–	0.11%	58
2025 Q2	$777K	Hold	7,033	–	–	0.11%	61
2025 Q1	$777K	Sell	7,033 -53	-0.7%	-$5.85K	0.12%	61
2024 Q4	$780K	Buy	7,086 +1	+0%	+$110	0.12%	62
2024 Q3	$784K	Buy	7,085 +1	+0%	+$110	0.12%	62
2024 Q2	$783K	Hold	7,084	–	–	0.13%	58
2024 Q1	$783K	Buy	7,084 +1	+0%	+$110	0.13%	57
2023 Q4	$780K	Buy	7,083 +1	+0%	+$110	0.15%	52
2023 Q3	$782K	Hold	7,082	–	–	0.16%	50
2023 Q2	$782K	Buy	7,082 +1	+0%	+$110	0.16%	51
2023 Q1	$782K	Buy	7,081 +48	+0.7%	+$5.29K	0.16%	53
2022 Q4	$773K	Buy	+7,033	New	+$773K	0.16%	56

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

Roble Belko & Company's SHV Position: Q1 2026 in Review

Roble Belko & Company held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q1 2026 at 7,033 shares worth $776K. The position accounts for 0.1% of the portfolio, ranked #69.

Roble Belko & Company first reported a position in SHV in Q4 2022 and has held it in 14 quarters since. The position peaked at $784K in Q3 2024. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Roble Belko & Company held 7,033 shares of iShares 0-1 Year Treasury Bond ETF worth $776K as of Q1 2026.
Roble Belko & Company left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.1% of Roble Belko & Company's portfolio in Q1 2026, its #69 holding.
Roble Belko & Company first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
Roble Belko & Company's iShares 0-1 Year Treasury Bond ETF position peaked at $784K in Q3 2024.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.