Vise Technologies’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Vise Technologies’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	$1.85M	Hold	16,763	–	–	0.04%	395
2025 Q4	$1.85M	Buy	16,763 +5,463	+48%	+$602K	0.04%	396
2025 Q3	$1.25M	Sell	11,300 -6,482	-36%	-$715K	0.05%	373
2025 Q2	$1.96M	Buy	+17,782	New	+$1.96M	0.08%	260
2024 Q4	$205K	Buy	+1,859	New	+$205K	0.02%	769
2024 Q3	–	Sell	-1,863	Closed	-$206K	–	613
2024 Q2	$206K	Sell	1,863 -40,383	-96%	-$4.45M	0.04%	398
2024 Q1	$4.67M	Sell	42,246 -10,202	-19%	-$1.13M	0.92%	23
2023 Q4	$5.78M	Buy	52,448 +35,895	+217%	+$3.96M	1.24%	18
2023 Q3	$1.83M	Buy	16,553 +11,790	+248%	+$1.3M	0.45%	53
2023 Q2	$526K	Buy	+4,763	New	+$525K	0.13%	170
2023 Q1	–	Sell	-2,134	Closed	-$235K	–	362
2022 Q4	$235K	Sell	2,134 -76	-3%	-$8.35K	0.07%	280
2022 Q3	$243K	Sell	2,210 -3,889	-64%	-$428K	0.09%	250
2022 Q2	$672K	Sell	6,099 -33,134	-84%	-$3.65M	0.26%	94
2022 Q1	$4.33M	Sell	39,233 -160,772	-80%	-$17.7M	1.63%	10
2021 Q4	$22.1M	Buy	+200,005	New	+$22.1M	5.98%	3

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

Vise Technologies's SHV Position: Q1 2026 in Review

Vise Technologies held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q1 2026 at 16,763 shares worth $1.85M. The position accounts for 0.04% of the portfolio, ranked #395.

Vise Technologies first reported a position in SHV in Q4 2021 and has held it in 15 quarters since. The position peaked at $22.1M in Q4 2021. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Vise Technologies held 16,763 shares of iShares 0-1 Year Treasury Bond ETF worth $1.85M as of Q1 2026.
Vise Technologies left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.04% of Vise Technologies's portfolio in Q1 2026, its #395 holding.
Vise Technologies first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 15 quarters since.
Vise Technologies's iShares 0-1 Year Treasury Bond ETF position peaked at $22.1M in Q4 2021.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.