Spinnaker Investment Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Spinnaker Investment Group’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	–	Sell	-8,162	Closed	-$901K	–	192
2026 Q1	$901K	Sell	8,162 -798	-9%	-$88K	0.18%	46
2025 Q4	$987K	Buy	8,960 +113	+1%	+$12.5K	0.18%	47
2025 Q3	$977K	Sell	8,847 -1,848	-17%	-$204K	0.18%	46
2025 Q2	$1.18M	Buy	+10,695	New	+$1.18M	0.28%	26

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

Spinnaker Investment Group's SHV Position: Q2 2026 in Review

Spinnaker Investment Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 8,162 shares — an estimated $901K sold.

Spinnaker Investment Group first reported a position in SHV in Q2 2025 and held it in 4 quarters. The position peaked at $1.18M in Q2 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Spinnaker Investment Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Spinnaker Investment Group sold 8,162 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $901K.
Spinnaker Investment Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2025 and held it in 4 quarters.
Spinnaker Investment Group's iShares 0-1 Year Treasury Bond ETF position peaked at $1.18M in Q2 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.