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 Q2	$15.8M	Buy	143,321 +15,058	+12%	+$1.66M	1.28%	19
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

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

Silicon Valley Capital Partners's SHV Position: Q2 2026 in Review

Silicon Valley Capital Partners increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 12% in Q2 2026, buying an estimated $1.66M and bringing the position to 143,321 shares worth $15.8M. The position accounts for 1.28% of the portfolio, ranked #19.

Silicon Valley Capital Partners first reported a position in SHV in Q3 2024 and has held it in 7 quarters since. 726 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Silicon Valley Capital Partners held 143,321 shares of iShares 0-1 Year Treasury Bond ETF worth $15.8M as of Q2 2026.
Silicon Valley Capital Partners bought 15,058 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.66M.
iShares 0-1 Year Treasury Bond ETF made up 1.28% of Silicon Valley Capital Partners's portfolio in Q2 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 7 quarters since.
726 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Silicon Valley Capital Partners's 13F filing for Q2 2026, filed 21 Sep 2026.