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 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 $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

Virtus Family Office's SHV Position: Q1 2026 in Review

Virtus Family Office increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 62% in Q1 2026, buying an estimated $182K and bringing the position to 4,292 shares worth $474K. The position accounts for 0.4% of the portfolio, ranked #53.

Virtus Family Office first reported a position in SHV in Q4 2022 and has held it in 10 quarters since. The position peaked at $5.32M in Q4 2024. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Virtus Family Office held 4,292 shares of iShares 0-1 Year Treasury Bond ETF worth $474K as of Q1 2026.
Virtus Family Office bought 1,650 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $182K.
iShares 0-1 Year Treasury Bond ETF made up 0.4% of Virtus Family Office's portfolio in Q1 2026, its #53 holding.
Virtus Family Office first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 10 quarters since.
Virtus Family Office's iShares 0-1 Year Treasury Bond ETF position peaked at $5.32M in Q4 2024.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Virtus Family Office's 13F filing for Q1 2026, filed 7 May 2026.