APG
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Abacus Planning Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Abacus Planning Group’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 		$2.11M Buy
19,122
+2
+0% +$220 0.26% 51
2026
Q1 		$2.11M Hold
19,120
– – 0.28% 51
2025
Q4 		$2.11M Buy
19,120
+3
+0% +$331 0.28% 48
2025
Q3 		$2.11M Buy
19,117
+1
+0% +$110 0.29% 47
2025
Q2 		$2.11M Buy
19,116
+2
+0% +$221 0.31% 44
2025
Q1 		$2.11M Sell
19,114
-135
-0.7% -$14.9K 0.37% 39
2024
Q4 		$2.12M Buy
19,249
+24
+0.1% +$2.65K 0.37% 34
2024
Q3 		$2.13M Buy
19,225
+2
+0% +$221 0.38% 37
2024
Q2 		$2.12M Sell
19,223
-351
-2% -$38.7K 0.41% 35
2024
Q1 		$2.16M Buy
19,574
+1
+0% +$110 0.42% 34
2023
Q4 		$2.16M Sell
19,573
-5,809
-23% -$640K 0.45% 31
2023
Q3 		$2.8M Buy
25,382
+184
+0.7% +$20.3K 0.68% 24
2023
Q2 		$2.78M Sell
25,198
-557
-2% -$61.4K 0.67% 26
2023
Q1 		$2.85M Sell
25,755
-133
-0.5% -$14.7K 0.73% 22
2022
Q4 		$2.85M Buy
25,888
+6,887
+36% +$757K 0.78% 20
2022
Q3 		$2.09M Sell
19,001
-135
-0.7% -$14.9K 0.63% 29
2022
Q2 		$2.11M Hold
19,136
– – 0.62% 30
2022
Q1 		$2.11M Sell
19,136
-453
-2% -$50K 0.57% 33
2021
Q4 		$2.16M Buy
19,589
+2,840
+17% +$314K 0.58% 31
2021
Q3 		$1.85M Buy
16,749
+543
+3% +$60K 0.59% 29
2021
Q2 		$1.79M Buy
16,206
+5,156
+47% +$570K 0.55% 34
2021
Q1 		$1.22M Hold
11,050
– – 0.39% 51
2020
Q4 		$1.22M Sell
11,050
-10,852
-50% -$1.2M 0.38% 48
2020
Q3 		$2.42M Buy
21,902
+14,656
+202% +$1.62M 0.88% 19
2020
Q2 		$802K Hold
7,246
– – 0.33% 63
2020
Q1 		$804K Buy
7,246
+123
+2% +$13.6K 0.4% 52
2019
Q4 		$787K Buy
7,123
+932
+15% +$103K 0.36% 62
2019
Q3 		$685K Buy
6,191
+2
+0% +$221 0.34% 62
2019
Q2 		$685K Sell
6,189
-98
-2% -$10.8K 0.41% 54
2019
Q1 		$695K Sell
6,287
-54
-0.9% -$5.96K 0.43% 55
2018
Q4 		$699K Sell
6,341
-685
-10% -$75.6K 0.53% 46
2018
Q3 		$775K Buy
+7,026
New +$775K 0.52% 42

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Abacus Planning Group's SHV Position: Q2 2026 in Review

Abacus Planning Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.01% in Q2 2026, buying an estimated $220 and bringing the position to 19,122 shares worth $2.11M. The position accounts for 0.26% of the portfolio, ranked #51.

Abacus Planning Group first reported a position in SHV in Q3 2018 and has held it in 32 quarters since. The position peaked at $2.85M in Q1 2023. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Abacus Planning Group held 19,122 shares of iShares 0-1 Year Treasury Bond ETF worth $2.11M as of Q2 2026.
  • Abacus Planning Group bought 2 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $220.
  • iShares 0-1 Year Treasury Bond ETF made up 0.26% of Abacus Planning Group's portfolio in Q2 2026, its #51 holding.
  • Abacus Planning Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2018 and has held it in 32 quarters since.
  • Abacus Planning Group's iShares 0-1 Year Treasury Bond ETF position peaked at $2.85M in Q1 2023.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.