Vermillion & White Wealth Management Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Vermillion & White Wealth Management Group’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	$270K	Hold	2,450	–	–	0.14%	56
2026 Q1	$270K	Hold	2,450	–	–	0.16%	55
2025 Q4	$270K	Hold	2,450	–	–	0.15%	52
2025 Q3	$271K	Hold	2,450	–	–	0.15%	54
2025 Q2	$271K	Hold	2,450	–	–	0.18%	51
2025 Q1	$271K	Hold	2,450	–	–	0.2%	46
2024 Q4	$270K	Hold	2,450	–	–	0.2%	55
2024 Q3	$271K	Hold	2,450	–	–	0.2%	53
2024 Q2	$271K	Hold	2,450	–	–	0.2%	57
2024 Q1	$271K	Hold	2,450	–	–	0.22%	54
2023 Q4	$270K	Buy	+2,450	New	+$270K	0.26%	41

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

Vermillion & White Wealth Management Group's SHV Position: Q2 2026 in Review

Vermillion & White Wealth Management Group held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 2,450 shares worth $270K. The position accounts for 0.14% of the portfolio, ranked #56.

Vermillion & White Wealth Management Group first reported a position in SHV in Q4 2023 and has held it in 11 quarters since. The position peaked at $271K in Q3 2024. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Vermillion & White Wealth Management Group held 2,450 shares of iShares 0-1 Year Treasury Bond ETF worth $270K as of Q2 2026.
Vermillion & White Wealth Management Group left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.14% of Vermillion & White Wealth Management Group's portfolio in Q2 2026, its #56 holding.
Vermillion & White Wealth Management Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Vermillion & White Wealth Management Group's iShares 0-1 Year Treasury Bond ETF position peaked at $271K in Q3 2024.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2026, filed 19 Aug 2026.