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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
Q3 		$2.17M Buy
19,713
+307
+2% +$33.8K 0.43% 78
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

TC
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
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
AC
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
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

Benedict Financial Advisors's SHV Position: Q3 2026 in Review

Benedict Financial Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.6% in Q3 2026, buying an estimated $33.8K and bringing the position to 19,713 shares worth $2.17M. The position accounts for 0.43% of the portfolio, ranked #78.

Benedict Financial Advisors first reported a position in SHV in Q1 2024 and has held it in 11 quarters since. 39 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Benedict Financial Advisors held 19,713 shares of iShares 0-1 Year Treasury Bond ETF worth $2.17M as of Q3 2026.
  • Benedict Financial Advisors bought 307 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $33.8K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.43% of Benedict Financial Advisors's portfolio in Q3 2026, its #78 holding.
  • Benedict Financial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and has held it in 11 quarters since.
  • 39 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

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