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Rothschild Investment LLC’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Rothschild Investment LLC’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 		$40.4K Hold
366
– – ﹤0.01% 1301
2026
Q1 		$40.4K Hold
366
– – ﹤0.01% 1187
2025
Q4 		$40.3K Hold
366
– – ﹤0.01% 1092
2025
Q3 		$40.4K Hold
366
– – ﹤0.01% 1056
2025
Q2 		$40.4K Hold
366
– – ﹤0.01% 834
2025
Q1 		$40.4K Hold
366
– – ﹤0.01% 832
2024
Q4 		$40.3K Hold
366
– – ﹤0.01% 829
2024
Q3 		$40.5K Hold
366
– – ﹤0.01% 830
2024
Q2 		$40.4K Hold
366
– – ﹤0.01% 797
2024
Q1 		$40.5K Hold
366
– – ﹤0.01% 772
2023
Q4 		$40.3K Buy
+366
New +$40.3K ﹤0.01% 700

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Rothschild Investment LLC's SHV Position: Q2 2026 in Review

Rothschild Investment LLC held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 366 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Rothschild Investment LLC first reported a position in SHV in Q4 2023 and has held it in 11 quarters since. The position peaked at $40.5K in Q3 2024. 469 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Rothschild Investment LLC held 366 shares of iShares 0-1 Year Treasury Bond ETF worth $40.4K as of Q2 2026.
  • Rothschild Investment LLC left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1301 holding.
  • Rothschild Investment LLC first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's iShares 0-1 Year Treasury Bond ETF position peaked at $40.5K in Q3 2024.
  • 469 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.