Action Point Financial Planning’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Action Point Financial Planning’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	$34.1K	Buy	+309	New	+$34.1K	﹤0.01%	951

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

Action Point Financial Planning's SHV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 309 shares worth $34.1K. The stake represents ﹤0.01% of the portfolio and ranks #951 among its holdings.

720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Action Point Financial Planning held 309 shares of iShares 0-1 Year Treasury Bond ETF worth $34.1K as of Q2 2026.
iShares 0-1 Year Treasury Bond ETF was a new Action Point Financial Planning position in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #951 holding.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.