Strategic Blueprint
SHV icon

Strategic Blueprint’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Strategic Blueprint’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
Q3 		$5.01M Sell
45,454
-1,796
-4% -$198K 0.25% 105
2026
Q2 		$5.21M Sell
47,250
-685
-1% -$75.5K 0.26% 98
2026
Q1 		$5.29M Buy
47,935
+2,054
+4% +$226K 0.31% 84
2025
Q4 		$5.05M Buy
45,881
+1,461
+3% +$161K 0.3% 88
2025
Q3 		$4.91M Buy
44,420
+76
+0.2% +$8.38K 0.21% 112
2025
Q2 		$4.9M Buy
44,344
+5,247
+13% +$579K 0.24% 106
2025
Q1 		$4.32M Buy
39,097
+36,451
+1,378% +$4.02M 0.24% 103
2024
Q4 		$291K Sell
2,646
-33
-1% -$3.64K 0.02% 529
2024
Q3 		$296K Sell
2,679
-732
-21% -$80.8K 0.02% 516
2024
Q2 		$377K Buy
3,411
+347
+11% +$38.3K 0.03% 441
2024
Q1 		$339K Buy
3,064
+120
+4% +$13.2K 0.02% 466
2023
Q4 		$324K Buy
2,944
+780
+36% +$86K 0.03% 430
2023
Q3 		$239K Buy
+2,164
New +$239K 0.02% 475
2022
Q3 		– Sell
-24,223
Closed -$2.67M – 531
2022
Q2 		$2.67M Buy
24,223
+2,541
+12% +$280K 0.33% 86
2022
Q1 		$2.39M Buy
21,682
+5,400
+33% +$596K 0.28% 90
2021
Q4 		$1.8M Buy
16,282
+6,346
+64% +$701K 0.23% 97
2021
Q3 		$1.1M Sell
9,936
-558
-5% -$61.6K 0.17% 128
2021
Q2 		$1.16M Sell
10,494
-22,728
-68% -$2.51M 0.18% 117
2021
Q1 		$3.67M Sell
33,222
-1,963
-6% -$217K 0.78% 31
2020
Q4 		$3.89M Buy
+35,185
New +$3.89M 0.98% 28

Other funds holding SHV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria Madrid, Spain $15.5B AUM 32.38% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Strategic Blueprint's SHV Position: Q3 2026 in Review

Strategic Blueprint reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3.8% in Q3 2026, selling an estimated $198K and leaving 45,454 shares worth $5.01M. The position accounts for 0.25% of the portfolio, ranked #105.

Strategic Blueprint first reported a position in SHV in Q4 2020 and has held it in 20 quarters since. The position peaked at $5.29M in Q1 2026. 676 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Strategic Blueprint held 45,454 shares of iShares 0-1 Year Treasury Bond ETF worth $5.01M as of Q3 2026.
  • Strategic Blueprint sold 1,796 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $198K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.25% of Strategic Blueprint's portfolio in Q3 2026, its #105 holding.
  • Strategic Blueprint first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and has held it in 20 quarters since.
  • Strategic Blueprint's iShares 0-1 Year Treasury Bond ETF position peaked at $5.29M in Q1 2026.
  • 676 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.