SBI Securities’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

SBI Securities’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	$5.48M	Sell	49,690 -27,661	-36%	-$3.05M	0.12%	94
2026 Q1	$8.54M	Buy	77,351 +48,637	+169%	+$5.36M	0.23%	69
2025 Q4	$3.16M	Sell	28,714 -3,373	-11%	-$372K	0.08%	143
2025 Q3	$3.55M	Sell	32,087 -5,285	-14%	-$583K	0.09%	130
2025 Q2	$4.13M	Buy	37,372 +4,022	+12%	+$443K	0.12%	106
2025 Q1	$3.68M	Sell	33,350 -7,991	-19%	-$881K	0.12%	108
2024 Q4	$4.55M	Buy	+41,341	New	+$4.56M	0.14%	92

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

SBI Securities's SHV Position: Q2 2026 in Review

SBI Securities reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 36% in Q2 2026, selling an estimated $3.05M and leaving 49,690 shares worth $5.48M. The position accounts for 0.12% of the portfolio, ranked #94.

SBI Securities first reported a position in SHV in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.54M in Q1 2026. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

SBI Securities held 49,690 shares of iShares 0-1 Year Treasury Bond ETF worth $5.48M as of Q2 2026.
SBI Securities sold 27,661 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.05M.
iShares 0-1 Year Treasury Bond ETF made up 0.12% of SBI Securities's portfolio in Q2 2026, its #94 holding.
SBI Securities first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
SBI Securities's iShares 0-1 Year Treasury Bond ETF position peaked at $8.54M in Q1 2026.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.