SHIM
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Stone House Investment Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Stone House Investment Management’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 		$79.2K Buy
718
+14
+2% +$1.54K 0.01% 177
2026
Q1 		$77.7K Buy
704
+41
+6% +$4.52K 0.01% 140
2025
Q4 		$73.1K Buy
663
+27
+4% +$2.98K 0.01% 135
2025
Q3 		$70.3K Buy
636
+19
+3% +$2.1K 0.01% 130
2025
Q2 		$68.1K Buy
617
+1
+0.2% +$110 0.01% 131
2025
Q1 		$68.1K Buy
+616
New +$67.9K 0.01% 123
2024
Q4 		– Sell
-752
Closed -$83.2K – 294
2024
Q3 		$83.2K Buy
752
+7
+0.9% +$772 0.02% 86
2024
Q2 		$82.3K Sell
745
-52
-7% -$5.73K 0.02% 87
2024
Q1 		$88.1K Sell
797
-188
-19% -$20.7K 0.02% 90
2023
Q4 		$108K Sell
985
-77,595
-99% -$8.55M 0.04% 57
2023
Q3 		$8.68M Buy
78,580
+77,390
+6,503% +$8.53M 3.02% 11
2023
Q2 		$131K Buy
1,190
+8
+0.7% +$882 0.05% 48
2023
Q1 		$131K Buy
+1,182
New +$130K 0.04% 52
2021
Q2 		– Sell
-2,229
Closed -$246K – 46
2021
Q1 		$246K Hold
2,229
– – 0.12% 31
2020
Q4 		$246K Sell
2,229
-15,420
-87% -$1.71M 0.12% 31
2020
Q3 		$1.95M Sell
17,649
-7,588
-30% -$840K 0.79% 26
2020
Q2 		$2.79M Sell
25,237
-65,128
-72% -$7.22M 1.4% 21
2020
Q1 		$10M Buy
90,365
+78,259
+646% +$8.66M 5.86% 6
2019
Q4 		$1.34M Sell
12,106
-20,983
-63% -$2.32M 0.98% 18
2019
Q3 		$3.66M Sell
33,089
-10,091
-23% -$1.12M 1.82% 17
2019
Q2 		$4.78M Sell
43,180
-57,614
-57% -$6.37M 2.5% 13
2019
Q1 		$11.1M Sell
100,794
-12,172
-11% -$1.34M 5.8% 3
2018
Q4 		$12.5M Buy
+112,966
New +$12.5M 7.87% 3

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

Stone House Investment Management's SHV Position: Q2 2026 in Review

Stone House Investment Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2% in Q2 2026, buying an estimated $1.54K and bringing the position to 718 shares worth $79.2K. The position accounts for 0.01% of the portfolio, ranked #177.

Stone House Investment Management first reported a position in SHV in Q4 2018 and has held it in 23 quarters since. The position peaked at $12.5M in Q4 2018. 724 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Stone House Investment Management held 718 shares of iShares 0-1 Year Treasury Bond ETF worth $79.2K as of Q2 2026.
  • Stone House Investment Management bought 14 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.54K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Stone House Investment Management's portfolio in Q2 2026, its #177 holding.
  • Stone House Investment Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and has held it in 23 quarters since.
  • Stone House Investment Management's iShares 0-1 Year Treasury Bond ETF position peaked at $12.5M in Q4 2018.
  • 724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.