Virtus Family Office’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Virtus Family Office’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	-4,292	Closed	-$474K	–	75
2026 Q1	$474K	Buy	4,292 +1,650	+62%	+$182K	0.4%	53
2025 Q4	$291K	Sell	2,642 -770	-23%	-$84.9K	0.25%	59
2025 Q3	$377K	Sell	3,412 -3,910	-53%	-$431K	0.35%	47
2025 Q2	$808K	Buy	7,322 +595	+9%	+$65.6K	1.04%	36
2025 Q1	$743K	Sell	6,727 -41,607	-86%	-$4.59M	0.95%	33
2024 Q4	$5.32M	Buy	48,334 +40,525	+519%	+$4.47M	6.67%	1
2024 Q3	$864K	Sell	7,809 -3,253	-29%	-$359K	1.14%	32
2024 Q2	$1.22M	Buy	+11,062	New	+$1.22M	1.66%	29
2023 Q2	–	Sell	-623	Closed	-$68.8K	–	51
2023 Q1	$68.8K	Hold	623	–	–	0.14%	35
2022 Q4	$68.5K	Buy	+623	New	+$68.5K	0.15%	35

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

Virtus Family Office's SHV Position: Q2 2026 in Review

Virtus Family Office sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 4,292 shares — an estimated $474K sold.

Virtus Family Office first reported a position in SHV in Q4 2022 and held it in 10 quarters. The position peaked at $5.32M in Q4 2024. 724 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Virtus Family Office reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Virtus Family Office sold 4,292 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $474K.
Virtus Family Office first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 10 quarters.
Virtus Family Office's iShares 0-1 Year Treasury Bond ETF position peaked at $5.32M in Q4 2024.
724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Virtus Family Office's 13F filing for Q2 2026, filed 4 Aug 2026.