StrongBox Wealth’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

StrongBox Wealth’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	$180K	Sell	1,635 -185	-10%	-$20.4K	0.05%	104
2026 Q1	$201K	Buy	+1,820	New	+$201K	0.06%	95
2025 Q4	–	Sell	-2,246	Closed	-$248K	–	95
2025 Q3	$248K	Buy	2,246 +28	+1%	+$3.09K	0.08%	86
2025 Q2	$245K	Hold	2,218	–	–	0.09%	84
2025 Q1	$245K	Sell	2,218 -85	-4%	-$9.38K	0.1%	83
2024 Q4	$254K	Buy	+2,303	New	+$254K	0.11%	81
2021 Q2	–	Sell	-7,461	Closed	-$825K	–	104
2021 Q1	$825K	Sell	7,461 -21,260	-74%	-$2.35M	0.51%	49
2020 Q4	$3.17M	Sell	28,721 -19,988	-41%	-$2.21M	2.06%	17
2020 Q3	$5.39M	Buy	48,709 +25,819	+113%	+$2.86M	3.95%	6
2020 Q2	$2.54M	Buy	22,890 +9,301	+68%	+$1.03M	2.31%	16
2020 Q1	$1.51M	Buy	+13,589	New	+$1.5M	1.71%	21

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

StrongBox Wealth's SHV Position: Q2 2026 in Review

StrongBox Wealth reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 10% in Q2 2026, selling an estimated $20.4K and leaving 1,635 shares worth $180K. The position accounts for 0.05% of the portfolio, ranked #104.

StrongBox Wealth first reported a position in SHV in Q1 2020 and has held it in 11 quarters since. The position peaked at $5.39M in Q3 2020. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

StrongBox Wealth held 1,635 shares of iShares 0-1 Year Treasury Bond ETF worth $180K as of Q2 2026.
StrongBox Wealth sold 185 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $20.4K.
iShares 0-1 Year Treasury Bond ETF made up 0.05% of StrongBox Wealth's portfolio in Q2 2026, its #104 holding.
StrongBox Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and has held it in 11 quarters since.
StrongBox Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $5.39M in Q3 2020.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.