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
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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stone House Investment Management's SHV Position: Q1 2026 in Review

Stone House Investment Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 6.2% in Q1 2026, buying an estimated $4.52K and bringing the position to 704 shares worth $77.7K. The position accounts for 0.01% of the portfolio, ranked #140.

Stone House Investment Management first reported a position in SHV in Q4 2018 and has held it in 22 quarters since. The position peaked at $12.5M in Q4 2018. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Stone House Investment Management held 704 shares of iShares 0-1 Year Treasury Bond ETF worth $77.7K as of Q1 2026.
  • Stone House Investment Management bought 41 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $4.52K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Stone House Investment Management's portfolio in Q1 2026, its #140 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 22 quarters since.
  • Stone House Investment Management's iShares 0-1 Year Treasury Bond ETF position peaked at $12.5M in Q4 2018.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.