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

ATX 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	$2.02M	Buy	+18,289	New	+$2.02M	1.34%	20

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

ATX Financial Planning's SHV Position: Q2 2026 in Review

ATX Financial Planning opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 18,289 shares worth $2.02M. The stake represents 1.34% of the portfolio and ranks #20 among its holdings.

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

ATX Financial Planning held 18,289 shares of iShares 0-1 Year Treasury Bond ETF worth $2.02M as of Q2 2026.
iShares 0-1 Year Treasury Bond ETF was a new ATX Financial Planning position in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 1.34% of ATX Financial Planning's portfolio in Q2 2026, its #20 holding.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.