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

Tucker Asset 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	$4.57M	Sell	41,403 -8,527	-17%	-$940K	1.13%	14
2026 Q1	$5.51M	Sell	49,930 -4,158	-8%	-$458K	1.65%	9
2025 Q4	$5.96M	Sell	54,088 -473	-0.9%	-$52.2K	1.73%	8
2025 Q3	$6.03M	Sell	54,561 -3,322	-6%	-$366K	1.82%	8
2025 Q2	$6.39M	Sell	57,883 -1,765	-3%	-$195K	2.04%	8
2025 Q1	$6.59M	Sell	59,648 -18,038	-23%	-$1.99M	2.13%	8
2024 Q4	$8.55M	Sell	77,686 -21,535	-22%	-$2.37M	0.91%	13
2024 Q3	$11M	Sell	99,221 -26,639	-21%	-$2.94M	2.53%	8
2024 Q2	$13.9M	Sell	125,860 -3,585	-3%	-$395K	3.04%	5
2024 Q1	$14.3M	Sell	129,445 -17,300	-12%	-$1.91M	3.3%	5
2023 Q4	$16.2M	Sell	146,745 -49,273	-25%	-$5.43M	4.04%	5
2023 Q3	$21.7M	Sell	196,018 -8,660	-4%	-$955K	5.78%	4
2023 Q2	$22.6M	Sell	204,678 -92,482	-31%	-$10.2M	6.57%	4
2023 Q1	$32.8M	Sell	297,160 -1,905,644	-87%	-$210M	9.82%	4
2022 Q4	$242M	Sell	2,202,804 -141,781	-6%	-$15.6M	77.89%	1
2022 Q3	$258M	Sell	2,344,585 -269,276	-10%	-$29.6M	84.09%	1
2022 Q2	$288M	Buy	+2,613,861	New	+$288M	92.95%	1

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

Tucker Asset Management's SHV Position: Q2 2026 in Review

Tucker Asset Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 17% in Q2 2026, selling an estimated $940K and leaving 41,403 shares worth $4.57M. The position accounts for 1.13% of the portfolio, ranked #14.

Tucker Asset Management first reported a position in SHV in Q2 2022 and has held it in 17 quarters since. The position peaked at $288M in Q2 2022. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Tucker Asset Management held 41,403 shares of iShares 0-1 Year Treasury Bond ETF worth $4.57M as of Q2 2026.
Tucker Asset Management sold 8,527 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $940K.
iShares 0-1 Year Treasury Bond ETF made up 1.13% of Tucker Asset Management's portfolio in Q2 2026, its #14 holding.
Tucker Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
Tucker Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $288M in Q2 2022.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.