TWM
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Trueblood Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Trueblood Wealth Management’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 		$317K Buy
2,871
+318
+12% +$35.1K 0.11% 204
2026
Q1 		$282K Buy
2,553
+380
+17% +$41.9K 0.11% 210
2025
Q4 		$239K Buy
2,173
+150
+7% +$16.5K 0.09% 222
2025
Q3 		$224K Buy
2,023
+141
+7% +$15.6K 0.09% 240
2025
Q2 		$208K Buy
+1,882
New +$208K 0.09% 237

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Trueblood Wealth Management's SHV Position: Q2 2026 in Review

Trueblood Wealth Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 12% in Q2 2026, buying an estimated $35.1K and bringing the position to 2,871 shares worth $317K. The position accounts for 0.11% of the portfolio, ranked #204.

Trueblood Wealth Management first reported a position in SHV in Q2 2025 and has held it in 5 quarters since. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Trueblood Wealth Management held 2,871 shares of iShares 0-1 Year Treasury Bond ETF worth $317K as of Q2 2026.
  • Trueblood Wealth Management bought 318 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $35.1K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.11% of Trueblood Wealth Management's portfolio in Q2 2026, its #204 holding.
  • Trueblood Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.