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

Benedict Financial Advisors’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	$2.14M	Buy	19,406 +3,631	+23%	+$400K	0.42%	83
2026 Q1	$1.74M	Buy	15,775 +2,491	+19%	+$275K	0.36%	89
2025 Q4	$1.46M	Buy	13,284 +947	+8%	+$104K	0.31%	92
2025 Q3	$1.36M	Buy	12,337 +1,811	+17%	+$200K	0.3%	93
2025 Q2	$1.16M	Buy	10,526 +1,054	+11%	+$116K	0.26%	93
2025 Q1	$1.05M	Buy	9,472 +3,644	+63%	+$402K	0.24%	94
2024 Q4	$642K	Buy	5,828 +1,452	+33%	+$160K	0.16%	99
2024 Q3	$484K	Buy	4,376 +1,705	+64%	+$188K	0.11%	107
2024 Q2	$295K	Buy	2,671 +495	+23%	+$54.6K	0.07%	115
2024 Q1	$241K	Buy	+2,176	New	+$240K	0.06%	122

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

Benedict Financial Advisors's SHV Position: Q2 2026 in Review

Benedict Financial Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 23% in Q2 2026, buying an estimated $400K and bringing the position to 19,406 shares worth $2.14M. The position accounts for 0.42% of the portfolio, ranked #83.

Benedict Financial Advisors first reported a position in SHV in Q1 2024 and has held it in 10 quarters since. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Benedict Financial Advisors held 19,406 shares of iShares 0-1 Year Treasury Bond ETF worth $2.14M as of Q2 2026.
Benedict Financial Advisors bought 3,631 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $400K.
iShares 0-1 Year Treasury Bond ETF made up 0.42% of Benedict Financial Advisors's portfolio in Q2 2026, its #83 holding.
Benedict Financial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.