Rossby Financial’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Rossby Financial’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	$111K	Buy	1,005 +134	+15%	+$14.8K	0.02%	516
2026 Q1	$95.9K	Sell	871 -688	-44%	-$75.9K	0.02%	546
2025 Q4	$172K	Sell	1,559 -325	-17%	-$35.8K	0.05%	304
2025 Q3	$208K	Sell	1,884 -17,746	-90%	-$1.96M	0.07%	269
2025 Q2	$2.17M	Sell	19,630 -17,674	-47%	-$1.95M	0.8%	22
2025 Q1	$4.12M	Buy	+37,304	New	+$4.11M	1.74%	10

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

Rossby Financial's SHV Position: Q2 2026 in Review

Rossby Financial increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 15% in Q2 2026, buying an estimated $14.8K and bringing the position to 1,005 shares worth $111K. The position accounts for 0.02% of the portfolio, ranked #516.

Rossby Financial first reported a position in SHV in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.12M in Q1 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Rossby Financial held 1,005 shares of iShares 0-1 Year Treasury Bond ETF worth $111K as of Q2 2026.
Rossby Financial bought 134 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $14.8K.
iShares 0-1 Year Treasury Bond ETF made up 0.02% of Rossby Financial's portfolio in Q2 2026, its #516 holding.
Rossby Financial first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Rossby Financial's iShares 0-1 Year Treasury Bond ETF position peaked at $4.12M in Q1 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.