Cardiff Park Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Cardiff Park 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	$14.8K	Hold	134	–	–	﹤0.01%	338
2026 Q1	$14.8K	Hold	134	–	–	﹤0.01%	352
2025 Q4	$14.8K	Hold	134	–	–	﹤0.01%	332
2025 Q3	$14.8K	Hold	134	–	–	﹤0.01%	359
2025 Q2	$14.8K	Hold	134	–	–	﹤0.01%	332
2025 Q1	$14.8K	Hold	134	–	–	﹤0.01%	328
2024 Q4	$14.8K	Sell	134 -3	-2%	-$331	﹤0.01%	319
2024 Q3	$15.2K	Hold	137	–	–	﹤0.01%	320
2024 Q2	$15.1K	Hold	137	–	–	﹤0.01%	311
2024 Q1	$15.1K	Hold	137	–	–	﹤0.01%	331
2023 Q4	$15.1K	Sell	137 -840	-86%	-$92.6K	﹤0.01%	311
2023 Q3	$108K	Hold	977	–	–	0.01%	241
2023 Q2	$108K	Buy	977 +137	+16%	+$15.1K	0.01%	257
2023 Q1	$92.8K	Hold	840	–	–	0.01%	255
2022 Q4	$92.3K	Hold	840	–	–	0.01%	259
2022 Q3	$92K	Hold	840	–	–	0.01%	259
2022 Q2	$92K	Sell	840 -293	-26%	-$32.3K	0.01%	260
2022 Q1	$125K	Hold	1,133	–	–	0.02%	252
2021 Q4	$125K	Buy	+1,133	New	+$125K	0.02%	252

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

Cardiff Park Advisors's SHV Position: Q2 2026 in Review

Cardiff Park Advisors held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 134 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Cardiff Park Advisors first reported a position in SHV in Q4 2021 and has held it in 19 quarters since. The position peaked at $125K in Q1 2022. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Cardiff Park Advisors held 134 shares of iShares 0-1 Year Treasury Bond ETF worth $14.8K as of Q2 2026.
Cardiff Park Advisors left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Cardiff Park Advisors's portfolio in Q2 2026, its #338 holding.
Cardiff Park Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
Cardiff Park Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $125K in Q1 2022.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.