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

BridgePort Financial Solutions’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	$214K	Hold	1,940	–	–	0.05%	224
2026 Q1	$214K	Sell	1,940 -289	-13%	-$31.9K	0.06%	219
2025 Q4	$246K	Sell	2,229 -10	-0.4%	-$1.1K	0.07%	205
2025 Q3	$247K	Buy	2,239 +426	+23%	+$47K	0.07%	203
2025 Q2	$200K	Hold	1,813	–	–	0.07%	194
2025 Q1	$200K	Sell	1,813 -421	-19%	-$46.4K	0.09%	158
2024 Q4	$247K	Buy	+2,234	New	+$246K	0.11%	142

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

BridgePort Financial Solutions's SHV Position: Q2 2026 in Review

BridgePort Financial Solutions held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 1,940 shares worth $214K. The position accounts for 0.05% of the portfolio, ranked #224.

BridgePort Financial Solutions first reported a position in SHV in Q4 2024 and has held it in 7 quarters since. The position peaked at $247K in Q3 2025. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

BridgePort Financial Solutions held 1,940 shares of iShares 0-1 Year Treasury Bond ETF worth $214K as of Q2 2026.
BridgePort Financial Solutions left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.05% of BridgePort Financial Solutions's portfolio in Q2 2026, its #224 holding.
BridgePort Financial Solutions first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
BridgePort Financial Solutions's iShares 0-1 Year Treasury Bond ETF position peaked at $247K in Q3 2025.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.