Burling Wealth Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Burling Wealth Partners’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	-51,027	Closed	-$5.63M	–	186
2026 Q1	$5.63M	Buy	+51,027	New	+$5.63M	0.91%	32
2025 Q4	–	Sell	-61,073	Closed	-$6.75M	–	189
2025 Q3	$6.75M	Buy	61,073 +30,866	+102%	+$3.4M	1.12%	24
2025 Q2	$3.34M	Buy	+30,207	New	+$3.33M	0.62%	47

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

Burling Wealth Partners's SHV Position: Q2 2026 in Review

Burling Wealth Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 51,027 shares — an estimated $5.63M sold.

Burling Wealth Partners first reported a position in SHV in Q2 2025 and held it in 3 quarters. The position peaked at $6.75M in Q3 2025. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Burling Wealth Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Burling Wealth Partners sold 51,027 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.63M.
Burling Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2025 and held it in 3 quarters.
Burling Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $6.75M in Q3 2025.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.