Vernal Point Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Vernal Point Advisors’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	$10.3M	Buy	93,669 +32,668	+54%	+$3.6M	3.49%	6
2026 Q1	$6.73M	Sell	61,001 -2,236	-4%	-$247K	2.74%	8
2025 Q4	$6.97M	Sell	63,237 -2,640	-4%	-$291K	2.87%	7
2025 Q3	$7.28M	Buy	65,877 +7,525	+13%	+$830K	3.14%	8
2025 Q2	$6.44M	Buy	58,352 +54,485	+1,409%	+$6.01M	3.76%	7
2025 Q1	$427K	Hold	3,867	–	–	0.28%	16
2024 Q4	$426K	Hold	3,867	–	–	0.29%	16
2024 Q3	$428K	Hold	3,867	–	–	0.33%	17
2024 Q2	$427K	Sell	3,867 -545	-12%	-$60.1K	0.3%	21
2024 Q1	$488K	Hold	4,412	–	–	0.42%	23
2023 Q4	$486K	Buy	+4,412	New	+$486K	0.5%	18

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

Vernal Point Advisors's SHV Position: Q2 2026 in Review

Vernal Point Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 54% in Q2 2026, buying an estimated $3.6M and bringing the position to 93,669 shares worth $10.3M. The position accounts for 3.49% of the portfolio, ranked #6.

Vernal Point Advisors first reported a position in SHV in Q4 2023 and has held it in 11 quarters since. 723 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Vernal Point Advisors held 93,669 shares of iShares 0-1 Year Treasury Bond ETF worth $10.3M as of Q2 2026.
Vernal Point Advisors bought 32,668 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.6M.
iShares 0-1 Year Treasury Bond ETF made up 3.49% of Vernal Point Advisors's portfolio in Q2 2026, its #6 holding.
Vernal Point Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Vernal Point Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.