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 Q2	$1.95M	Buy	17,692 +929	+6%	+$102K	0.02%	549
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 $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

Vise Technologies's SHV Position: Q2 2026 in Review

Vise Technologies increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 5.5% in Q2 2026, buying an estimated $102K and bringing the position to 17,692 shares worth $1.95M. The position accounts for 0.02% of the portfolio, ranked #549.

Vise Technologies first reported a position in SHV in Q4 2021 and has held it in 16 quarters since. The position peaked at $22.1M in Q4 2021. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Vise Technologies held 17,692 shares of iShares 0-1 Year Treasury Bond ETF worth $1.95M as of Q2 2026.
Vise Technologies bought 929 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $102K.
iShares 0-1 Year Treasury Bond ETF made up 0.02% of Vise Technologies's portfolio in Q2 2026, its #549 holding.
Vise Technologies first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 16 quarters since.
Vise Technologies's iShares 0-1 Year Treasury Bond ETF position peaked at $22.1M in Q4 2021.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.