Ted Buchan & Co’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Ted Buchan & Co’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	$431K	Buy	3,902 +2	+0.1%	+$220	0.14%	69
2026 Q1	$431K	Buy	3,900 +1	+0%	+$110	0.16%	64
2025 Q4	$430K	Buy	+3,899	New	+$430K	0.16%	64
2025 Q3	–	Sell	-6,506	Closed	-$718K	–	96
2025 Q2	$718K	Buy	6,506 +2,043	+46%	+$225K	0.29%	61
2025 Q1	$493K	Hold	4,463	–	–	0.23%	59
2024 Q4	$491K	Hold	4,463	–	–	0.23%	59
2024 Q3	$494K	Sell	4,463 -1,267	-22%	-$140K	0.23%	57
2024 Q2	$633K	Hold	5,730	–	–	0.34%	50
2024 Q1	$633K	Hold	5,730	–	–	0.39%	47
2023 Q4	$631K	Sell	5,730 -275	-5%	-$30.3K	0.46%	46
2023 Q3	$663K	Sell	6,005 -45	-0.7%	-$4.96K	0.53%	41
2023 Q2	$668K	Hold	6,050	–	–	0.51%	44
2023 Q1	$669K	Sell	6,050 -105	-2%	-$11.6K	0.56%	40
2022 Q4	$677K	Buy	+6,155	New	+$677K	0.63%	40

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

Ted Buchan & Co's SHV Position: Q2 2026 in Review

Ted Buchan & Co increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.05% in Q2 2026, buying an estimated $220 and bringing the position to 3,902 shares worth $431K. The position accounts for 0.14% of the portfolio, ranked #69.

Ted Buchan & Co first reported a position in SHV in Q4 2022 and has held it in 14 quarters since. The position peaked at $718K in Q2 2025. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Ted Buchan & Co held 3,902 shares of iShares 0-1 Year Treasury Bond ETF worth $431K as of Q2 2026.
Ted Buchan & Co bought 2 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $220.
iShares 0-1 Year Treasury Bond ETF made up 0.14% of Ted Buchan & Co's portfolio in Q2 2026, its #69 holding.
Ted Buchan & Co first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
Ted Buchan & Co's iShares 0-1 Year Treasury Bond ETF position peaked at $718K in Q2 2025.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Ted Buchan & Co's 13F filing for Q2 2026, filed 23 Jul 2026.