Vision Retirement’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Vision Retirement’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	Closed	-$442	–	681
2026 Q1	$442	Hold	4	–	–	﹤0.01%	624
2025 Q4	$441	Buy	+4	New	+$441	﹤0.01%	580

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vision Retirement's SHV Position: Q2 2026 in Review

Vision Retirement sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 4 shares — an estimated $442 sold.

Vision Retirement first reported a position in SHV in Q4 2025 and held it in 2 quarters. The position peaked at $442 in Q1 2026. 698 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Vision Retirement reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Vision Retirement sold 4 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $442.
Vision Retirement first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2025 and held it in 2 quarters.
Vision Retirement's iShares 0-1 Year Treasury Bond ETF position peaked at $442 in Q1 2026.
698 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.