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 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 $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vernal Point Advisors's SHV Position: Q1 2026 in Review

Vernal Point Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3.5% in Q1 2026, selling an estimated $247K and leaving 61,001 shares worth $6.73M. The position accounts for 2.74% of the portfolio, ranked #8.

Vernal Point Advisors first reported a position in SHV in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.28M in Q3 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Vernal Point Advisors held 61,001 shares of iShares 0-1 Year Treasury Bond ETF worth $6.73M as of Q1 2026.
Vernal Point Advisors sold 2,236 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $247K.
iShares 0-1 Year Treasury Bond ETF made up 2.74% of Vernal Point Advisors's portfolio in Q1 2026, its #8 holding.
Vernal Point Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Vernal Point Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $7.28M in Q3 2025.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Vernal Point Advisors's 13F filing for Q1 2026, filed 14 May 2026.