COMPASS FINANCIAL MANAGEMENT LLC’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$690K	Buy	+6,255	New	+$689K	0.08%	224

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SHV Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 6,255 shares worth $690K. The stake represents 0.08% of the portfolio and ranks #224 among its holdings.

578 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 6,255 shares of iShares 0-1 Year Treasury Bond ETF worth $690K as of Q2 2026.
iShares 0-1 Year Treasury Bond ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.08% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #224 holding.
578 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.