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

Twelve Points 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	$6.01M	Sell	54,437 -49,660	-48%	-$5.47M	1.2%	16
2026 Q1	$11.5M	Sell	104,097 -20,779	-17%	-$2.29M	2.53%	11
2025 Q4	$13.8M	Buy	+124,876	New	+$13.8M	3.1%	6
2024 Q4	–	Sell	-2,946	Closed	-$326K	–	187
2024 Q3	$326K	Buy	+2,946	New	+$325K	0.1%	150

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

Twelve Points Wealth Management's SHV Position: Q2 2026 in Review

Twelve Points Wealth Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 48% in Q2 2026, selling an estimated $5.47M and leaving 54,437 shares worth $6.01M. The position accounts for 1.2% of the portfolio, ranked #16.

Twelve Points Wealth Management first reported a position in SHV in Q3 2024 and has held it in 4 quarters since. The position peaked at $13.8M in Q4 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Twelve Points Wealth Management held 54,437 shares of iShares 0-1 Year Treasury Bond ETF worth $6.01M as of Q2 2026.
Twelve Points Wealth Management sold 49,660 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.47M.
iShares 0-1 Year Treasury Bond ETF made up 1.2% of Twelve Points Wealth Management's portfolio in Q2 2026, its #16 holding.
Twelve Points Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2024 and has held it in 4 quarters since.
Twelve Points Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $13.8M in Q4 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.