Silicon Valley Capital Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Silicon Valley Capital Partners’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 Q1	$14.2M	Sell	128,263 -3,719	-3%	-$410K	1.39%	19
2025 Q4	$14.5M	Buy	131,982 +4,921	+4%	+$543K	1.32%	23
2025 Q3	$14M	Buy	127,061 +12,172	+11%	+$1.34M	1.32%	24
2025 Q2	$12.7M	Buy	+114,889	New	+$12.7M	1.32%	25
2025 Q1	–	Sell	-111,965	Closed	-$12.3M	–	306
2024 Q4	$12.3M	Buy	111,965 +111,931	+329,209%	+$12.3M	1.38%	19
2024 Q3	$3.76K	Buy	+34	New	+$3.75K	﹤0.01%	283

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

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Silicon Valley Capital Partners's SHV Position: Q1 2026 in Review

Silicon Valley Capital Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2.8% in Q1 2026, selling an estimated $410K and leaving 128,263 shares worth $14.2M. The position accounts for 1.39% of the portfolio, ranked #19.

Silicon Valley Capital Partners first reported a position in SHV in Q3 2024 and has held it in 6 quarters since. The position peaked at $14.5M in Q4 2025. 739 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Silicon Valley Capital Partners held 128,263 shares of iShares 0-1 Year Treasury Bond ETF worth $14.2M as of Q1 2026.
Silicon Valley Capital Partners sold 3,719 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $410K.
iShares 0-1 Year Treasury Bond ETF made up 1.39% of Silicon Valley Capital Partners's portfolio in Q1 2026, its #19 holding.
Silicon Valley Capital Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2024 and has held it in 6 quarters since.
Silicon Valley Capital Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $14.5M in Q4 2025.
739 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Silicon Valley Capital Partners's 13F filing for Q1 2026, filed 19 May 2026.