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

Baring Financial’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 Q3	$5.44M	Buy	49,276 +357	+0.7%	+$39.3K	2.9%	11
2026 Q2	$5.4M	Sell	48,919 -240	-0.5%	-$26.5K	2.97%	11
2026 Q1	$5.43M	Buy	49,159 +2,758	+6%	+$304K	3.32%	8
2025 Q4	$5.11M	Buy	46,401 +5,140	+12%	+$567K	3.11%	9
2025 Q3	$4.56M	Buy	41,261 +2,572	+7%	+$284K	3.11%	13
2025 Q2	$4.27M	Buy	38,689 +3,909	+11%	+$431K	3.19%	11
2025 Q1	$3.84M	Buy	34,780 +12,176	+54%	+$1.34M	3.23%	11
2024 Q4	$2.49M	Buy	+22,604	New	+$2.49M	2.22%	16

Other funds holding SHV

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Baring Financial's SHV Position: Q3 2026 in Review

Baring Financial increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.73% in Q3 2026, buying an estimated $39.3K and bringing the position to 49,276 shares worth $5.44M. The position accounts for 2.9% of the portfolio, ranked #11.

Baring Financial first reported a position in SHV in Q4 2024 and has held it in 8 quarters since. 39 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Baring Financial held 49,276 shares of iShares 0-1 Year Treasury Bond ETF worth $5.44M as of Q3 2026.
Baring Financial bought 357 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $39.3K.
iShares 0-1 Year Treasury Bond ETF made up 2.9% of Baring Financial's portfolio in Q3 2026, its #11 holding.
Baring Financial first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
39 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Baring Financial's 13F filing for Q3 2026, filed 7 Oct 2026.