Schrum Private Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Schrum Private Wealth 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	$370K	Sell	3,349 -4,590	-58%	-$506K	0.38%	69
2026 Q1	$876K	Buy	7,939 +224	+3%	+$24.7K	0.67%	44
2025 Q4	$850K	Buy	7,715 +174	+2%	+$19.2K	0.63%	47
2025 Q3	$833K	Buy	7,541 +118	+2%	+$13K	0.61%	46
2025 Q2	$820K	Buy	7,423 +424	+6%	+$46.8K	0.66%	40
2025 Q1	$773K	Buy	6,999 +1,110	+19%	+$122K	0.68%	42
2024 Q4	$648K	Buy	5,889 +585	+11%	+$64.5K	0.55%	51
2024 Q3	$587K	Buy	5,304 +2,500	+89%	+$276K	0.3%	79
2024 Q2	$310K	Buy	2,804 +254	+10%	+$28K	0.28%	88
2024 Q1	$282K	Sell	2,550 -54	-2%	-$5.96K	0.26%	96
2023 Q4	$287K	Buy	+2,604	New	+$287K	0.41%	62
2023 Q1	–	Sell	-2,016	Closed	-$222K	–	109
2022 Q4	$222K	Sell	2,016 -2,899	-59%	-$319K	0.26%	102
2022 Q3	$541K	Buy	4,915 +66	+1%	+$7.26K	0.68%	42
2022 Q2	$534K	Buy	4,849 +6	+0.1%	+$661	0.6%	48
2022 Q1	$535K	Buy	4,843 +1,016	+27%	+$112K	0.54%	56
2021 Q4	$423K	Buy	+3,827	New	+$423K	0.39%	71

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

Schrum Private Wealth Management's SHV Position: Q2 2026 in Review

Schrum Private Wealth Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 58% in Q2 2026, selling an estimated $506K and leaving 3,349 shares worth $370K. The position accounts for 0.38% of the portfolio, ranked #69.

Schrum Private Wealth Management first reported a position in SHV in Q4 2021 and has held it in 16 quarters since. The position peaked at $876K in Q1 2026. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Schrum Private Wealth Management held 3,349 shares of iShares 0-1 Year Treasury Bond ETF worth $370K as of Q2 2026.
Schrum Private Wealth Management sold 4,590 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $506K.
iShares 0-1 Year Treasury Bond ETF made up 0.38% of Schrum Private Wealth Management's portfolio in Q2 2026, its #69 holding.
Schrum Private Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 16 quarters since.
Schrum Private Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $876K in Q1 2026.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.