United Bank (Virginia)’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

United Bank (Virginia)’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	$7.94M	Sell	71,909 -381	-0.5%	-$42K	0.93%	33
2026 Q1	$7.98M	Sell	72,290 -518	-0.7%	-$57.1K	1.02%	34
2025 Q4	$8.02M	Buy	72,808 +15,737	+28%	+$1.74M	1.06%	29
2025 Q3	$6.31M	Buy	57,071 +4,529	+9%	+$500K	0.75%	39
2025 Q2	$5.8M	Buy	52,542 +207	+0.4%	+$22.8K	0.69%	39
2025 Q1	$5.78M	Sell	52,335 -2,882	-5%	-$318K	0.74%	39
2024 Q4	$6.08M	Buy	55,217 +323	+0.6%	+$35.6K	0.72%	35
2024 Q3	$6.07M	Sell	54,894 -2,005	-4%	-$221K	0.71%	35
2024 Q2	$6.29M	Sell	56,899 -2,234	-4%	-$246K	0.78%	35
2024 Q1	$6.54M	Sell	59,133 -5,955	-9%	-$657K	0.78%	36
2023 Q4	$7.17M	Sell	65,088 -13,862	-18%	-$1.53M	0.9%	33
2023 Q3	$8.72M	Sell	78,950 -24,308	-24%	-$2.68M	1.15%	32
2023 Q2	$11.4M	Sell	103,258 -35,318	-25%	-$3.89M	1.4%	30
2023 Q1	$15.3M	Sell	138,576 -176,889	-56%	-$19.5M	1.96%	19
2022 Q4	$34.7M	Buy	+315,465	New	+$34.7M	4.86%	3
2021 Q1	–	Sell	-6,567	Closed	-$726K	–	182
2020 Q4	$726K	Hold	6,567	–	–	0.11%	92
2020 Q3	$727K	Buy	+6,567	New	+$727K	0.13%	80

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

United Bank (Virginia)'s SHV Position: Q2 2026 in Review

United Bank (Virginia) reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.53% in Q2 2026, selling an estimated $42K and leaving 71,909 shares worth $7.94M. The position accounts for 0.93% of the portfolio, ranked #33.

United Bank (Virginia) first reported a position in SHV in Q3 2020 and has held it in 17 quarters since. The position peaked at $34.7M in Q4 2022. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

United Bank (Virginia) held 71,909 shares of iShares 0-1 Year Treasury Bond ETF worth $7.94M as of Q2 2026.
United Bank (Virginia) sold 381 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $42K.
iShares 0-1 Year Treasury Bond ETF made up 0.93% of United Bank (Virginia)'s portfolio in Q2 2026, its #33 holding.
United Bank (Virginia) first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2020 and has held it in 17 quarters since.
United Bank (Virginia)'s iShares 0-1 Year Treasury Bond ETF position peaked at $34.7M in Q4 2022.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on United Bank (Virginia)'s 13F filing for Q2 2026, filed 30 Jul 2026.