Beaird Harris Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Beaird Harris Wealth Management’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	-723	Closed	-$79.8K	–	749
2026 Q1	$79.8K	Hold	723	–	–	0.01%	204
2025 Q4	$79.6K	Hold	723	–	–	0.01%	216
2025 Q3	$79.9K	Hold	723	–	–	0.01%	202
2025 Q2	$79.8K	Sell	723 -951	-57%	-$105K	0.01%	210
2025 Q1	$185K	Hold	1,674	–	–	0.02%	127
2024 Q4	$184K	Hold	1,674	–	–	0.02%	132
2024 Q3	$185K	Buy	1,674 +1,428	+580%	+$158K	0.02%	136
2024 Q2	$27.2K	Sell	246 -24	-9%	-$2.65K	﹤0.01%	274
2024 Q1	$29.8K	Buy	270 +24	+10%	+$2.65K	﹤0.01%	242
2023 Q4	$27.1K	Hold	246	–	–	﹤0.01%	234
2023 Q3	$27.2K	Buy	+246	New	+$27.1K	﹤0.01%	213

Other funds holding SHV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCA

Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

CAG

Cypress Advisory Group Scottsdale, Arizona $129M AUM 10.74% 1-Year Est. Return

FPW

Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return

NWP

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

Beaird Harris Wealth Management's SHV Position: Q2 2026 in Review

Beaird Harris Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 723 shares — an estimated $79.8K sold.

Beaird Harris Wealth Management first reported a position in SHV in Q3 2023 and held it in 11 quarters. The position peaked at $185K in Q3 2024. 123 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Beaird Harris Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Beaird Harris Wealth Management sold 723 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $79.8K.
Beaird Harris Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and held it in 11 quarters.
Beaird Harris Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $185K in Q3 2024.
123 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.