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Samara Investment Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Samara Investment 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
Q2 		– Sell
-2,338
Closed -$258K – 75
2026
Q1 		$258K Buy
+2,338
New +$258K 0.27% 63

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LPL Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Samara Investment Management's SHV Position: Q2 2026 in Review

Samara Investment Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 2,338 shares — an estimated $258K sold.

Samara Investment Management first reported a position in SHV in Q1 2026 and held it in 1 quarter. The position peaked at $258K in Q1 2026. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Samara Investment Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Samara Investment Management sold 2,338 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $258K.
  • Samara Investment Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
  • Samara Investment Management's iShares 0-1 Year Treasury Bond ETF position peaked at $258K in Q1 2026.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Samara Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.