Tru Independence Asset Management 2’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Tru Independence Asset Management 2’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	$1.38M	Buy	12,494 +417	+3%	+$46K	0.75%	33
2026 Q1	$1.33M	Sell	12,077 -10,069	-45%	-$1.11M	0.82%	32
2025 Q4	$2.44M	Sell	22,146 -1,882	-8%	-$208K	1.53%	21
2025 Q3	$2.65M	Sell	24,028 -540	-2%	-$59.6K	1.75%	20
2025 Q2	$2.71M	Buy	24,568 +768	+3%	+$84.7K	1.86%	20
2025 Q1	$2.63M	Sell	23,800 -35,014	-60%	-$3.86M	1.97%	16
2024 Q4	$6.48M	Sell	58,814 -152	-0.3%	-$16.8K	5.39%	4
2024 Q3	$6.52M	Buy	+58,966	New	+$6.51M	5.5%	4
2022 Q3	$10.3M	Buy	94,068 +79,598	+550%	+$8.76M	10.99%	2
2022 Q2	$1.59M	Buy	14,470 +10,274	+245%	+$1.13M	1.31%	19
2022 Q1	$463K	Hold	4,196	–	–	0.27%	47
2021 Q4	$463K	Buy	+4,196	New	+$463K	0.25%	72

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

Tru Independence Asset Management 2's SHV Position: Q2 2026 in Review

Tru Independence Asset Management 2 increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3.5% in Q2 2026, buying an estimated $46K and bringing the position to 12,494 shares worth $1.38M. The position accounts for 0.75% of the portfolio, ranked #33.

Tru Independence Asset Management 2 first reported a position in SHV in Q4 2021 and has held it in 12 quarters since. The position peaked at $10.3M in Q3 2022. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Tru Independence Asset Management 2 held 12,494 shares of iShares 0-1 Year Treasury Bond ETF worth $1.38M as of Q2 2026.
Tru Independence Asset Management 2 bought 417 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $46K.
iShares 0-1 Year Treasury Bond ETF made up 0.75% of Tru Independence Asset Management 2's portfolio in Q2 2026, its #33 holding.
Tru Independence Asset Management 2 first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 12 quarters since.
Tru Independence Asset Management 2's iShares 0-1 Year Treasury Bond ETF position peaked at $10.3M in Q3 2022.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2026, filed 11 Aug 2026.