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Stolz & Associates’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Stolz & Associates’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 		$12.3M Buy
111,743
+5,374
+5% +$592K 7.7% 5
2026
Q1 		$11.7M Buy
106,369
+13,571
+15% +$1.5M 8.18% 5
2025
Q4 		$10.2M Buy
+92,798
New +$10.2M 7.88% 4

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stolz & Associates's SHV Position: Q2 2026 in Review

Stolz & Associates increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 5.1% in Q2 2026, buying an estimated $592K and bringing the position to 111,743 shares worth $12.3M. The position accounts for 7.7% of the portfolio, ranked #5.

Stolz & Associates first reported a position in SHV in Q4 2025 and has held it in 3 quarters since. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Stolz & Associates held 111,743 shares of iShares 0-1 Year Treasury Bond ETF worth $12.3M as of Q2 2026.
  • Stolz & Associates bought 5,374 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $592K.
  • iShares 0-1 Year Treasury Bond ETF made up 7.7% of Stolz & Associates's portfolio in Q2 2026, its #5 holding.
  • Stolz & Associates first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Stolz & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.