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

Van Hulzen 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	–	Sell	-3,398	Closed	-$375K	–	409
2026 Q1	$375K	Buy	3,398 +180	+6%	+$19.8K	0.03%	268
2025 Q4	$355K	Buy	3,218 +398	+14%	+$43.9K	0.03%	256
2025 Q3	$312K	Buy	2,820 +582	+26%	+$64.2K	0.02%	261
2025 Q2	$247K	Buy	2,238 +24	+1%	+$2.65K	0.02%	278
2025 Q1	$245K	Buy	2,214 +980	+79%	+$108K	0.02%	274
2024 Q4	$136K	Buy	+1,234	New	+$136K	0.01%	361
2023 Q2	–	Sell	-1,929	Closed	-$213K	–	333
2023 Q1	$213K	Buy	1,929 +59	+3%	+$6.5K	0.02%	273
2022 Q4	$206K	Buy	+1,870	New	+$206K	0.02%	261

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

Van Hulzen Asset Management's SHV Position: Q2 2026 in Review

Van Hulzen Asset Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 3,398 shares — an estimated $375K sold.

Van Hulzen Asset Management first reported a position in SHV in Q4 2022 and held it in 8 quarters. The position peaked at $375K in Q1 2026. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Van Hulzen Asset Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Van Hulzen Asset Management sold 3,398 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $375K.
Van Hulzen Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 8 quarters.
Van Hulzen Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $375K in Q1 2026.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

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