Simplex Trading’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Simplex Trading’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	$6.51K	Buy	+59	New	+$6.5K	﹤0.01%	7998
2026 Q1	–	Sell	-397	Closed	-$43.7K	–	10039
2025 Q4	$43.7K	Buy	397 +290	+271%	+$32K	﹤0.01%	5782
2025 Q3	$11K	Buy	+107	New	+$11.8K	﹤0.01%	7836
2025 Q1	–	Sell	-100	Closed	-$11K	–	9560
2024 Q4	$11K	Buy	+100	New	+$11K	﹤0.01%	7149
2024 Q1	–	Sell	-18	Closed	-$1K	–	9777
2023 Q4	$1K	Sell	18 -600	-97%	-$66.1K	﹤0.01%	8572
2023 Q3	$68K	Buy	+618	New	+$68.1K	﹤0.01%	5515
2022 Q4	–	Sell	-3,063	Closed	-$336K	–	10290
2022 Q3	$336K	Buy	+3,063	New	+$337K	﹤0.01%	3934
2022 Q1	–	Sell	-500	Closed	-$55K	–	11297
2021 Q4	$55K	Buy	+500	New	+$55.2K	﹤0.01%	7138

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

Simplex Trading's SHV Position: Q2 2026 in Review

Simplex Trading opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 59 shares worth $6.51K. The stake represents ﹤0.01% of the portfolio and ranks #7998 among its holdings. This is a return to the name: Simplex Trading previously reported a position in SHV as recently as Q4 2025.

Simplex Trading first reported a position in SHV in Q4 2021 and has held it in 8 quarters since. The position peaked at $336K in Q3 2022. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Simplex Trading held 59 shares of iShares 0-1 Year Treasury Bond ETF worth $6.51K as of Q2 2026.
iShares 0-1 Year Treasury Bond ETF was a new Simplex Trading position in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #7998 holding.
Simplex Trading first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 8 quarters since.
Simplex Trading's iShares 0-1 Year Treasury Bond ETF position peaked at $336K in Q3 2022.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.