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 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 $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simplex Trading's SHV Position: Q1 2026 in Review

Simplex Trading sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 397 shares — an estimated $43.7K sold.

Simplex Trading first reported a position in SHV in Q4 2021 and held it in 7 quarters. The position peaked at $336K in Q3 2022. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Simplex Trading reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Simplex Trading sold 397 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $43.7K.
Simplex Trading first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and held it in 7 quarters.
Simplex Trading's iShares 0-1 Year Treasury Bond ETF position peaked at $336K in Q3 2022.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.