Sweeney & Michel’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Sweeney & Michel’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	$2.09M	Sell	18,972 -1,869	-9%	-$206K	0.55%	34
2026 Q1	$2.3M	Buy	20,841 +131	+0.6%	+$14.4K	0.68%	28
2025 Q4	$2.28M	Buy	20,710 +490	+2%	+$54K	0.67%	28
2025 Q3	$2.23M	Buy	20,220 +1,852	+10%	+$204K	0.75%	28
2025 Q2	$2.02M	Buy	18,368 +10,165	+124%	+$1.12M	0.72%	26
2025 Q1	$904K	Buy	+8,203	New	+$905K	0.4%	44

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

Sweeney & Michel's SHV Position: Q2 2026 in Review

Sweeney & Michel reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 9% in Q2 2026, selling an estimated $206K and leaving 18,972 shares worth $2.09M. The position accounts for 0.55% of the portfolio, ranked #34.

Sweeney & Michel first reported a position in SHV in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.3M in Q1 2026. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Sweeney & Michel held 18,972 shares of iShares 0-1 Year Treasury Bond ETF worth $2.09M as of Q2 2026.
Sweeney & Michel sold 1,869 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $206K.
iShares 0-1 Year Treasury Bond ETF made up 0.55% of Sweeney & Michel's portfolio in Q2 2026, its #34 holding.
Sweeney & Michel first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Sweeney & Michel's iShares 0-1 Year Treasury Bond ETF position peaked at $2.3M in Q1 2026.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.