Romano Brothers & Co’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Romano Brothers & Co’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	$355K	Hold	3,220	–	–	0.04%	278
2026 Q1	$355K	Sell	3,220 -50	-2%	-$5.51K	0.04%	267
2025 Q4	$360K	Sell	3,270 -808	-20%	-$89.1K	0.04%	262
2025 Q3	$451K	Hold	4,078	–	–	0.05%	231
2025 Q2	$450K	Sell	4,078 -150	-4%	-$16.5K	0.06%	228
2025 Q1	$467K	Buy	4,228 +395	+10%	+$43.6K	0.06%	221
2024 Q4	$422K	Sell	3,833 -220	-5%	-$24.3K	0.05%	229
2024 Q3	$448K	Hold	4,053	–	–	0.06%	220
2024 Q2	$448K	Hold	4,053	–	–	0.06%	217
2024 Q1	$448K	Sell	4,053 -1,000	-20%	-$110K	0.06%	216
2023 Q4	$556K	Sell	5,053 -417	-8%	-$46K	0.08%	188
2023 Q3	$604K	Hold	5,470	–	–	0.09%	182
2023 Q2	$604K	Sell	5,470 -1,250	-19%	-$138K	0.09%	185
2023 Q1	$743K	Hold	6,720	–	–	0.11%	167
2022 Q4	$739K	Sell	6,720 -110	-2%	-$12.1K	0.11%	163
2022 Q3	$751K	Buy	+6,830	New	+$751K	0.12%	163

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

Romano Brothers & Co's SHV Position: Q2 2026 in Review

Romano Brothers & Co held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 3,220 shares worth $355K. The position accounts for 0.04% of the portfolio, ranked #278.

Romano Brothers & Co first reported a position in SHV in Q3 2022 and has held it in 16 quarters since. The position peaked at $751K in Q3 2022. 721 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Romano Brothers & Co held 3,220 shares of iShares 0-1 Year Treasury Bond ETF worth $355K as of Q2 2026.
Romano Brothers & Co left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.04% of Romano Brothers & Co's portfolio in Q2 2026, its #278 holding.
Romano Brothers & Co first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
Romano Brothers & Co's iShares 0-1 Year Treasury Bond ETF position peaked at $751K in Q3 2022.
721 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.