CF
SHV icon

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

Clarity Financial’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 		$310K Sell
2,807
-1
-0% -$110 0.03% 99
2026
Q1 		$310K Sell
2,808
-88
-3% -$9.7K 0.03% 87
2025
Q4 		$319K Sell
2,896
-63
-2% -$6.95K 0.03% 86
2025
Q3 		$327K Sell
2,959
-6
-0.2% -$662 0.03% 90
2025
Q2 		$327K Buy
+2,965
New +$327K 0.04% 86
2025
Q1 		– Sell
-22,625
Closed -$2.49M – 123
2024
Q4 		$2.49M Sell
22,625
-359
-2% -$39.6K 0.3% 44
2024
Q3 		$2.54M Hold
22,984
– – 0.3% 49
2024
Q2 		$2.54M Buy
22,984
+1,355
+6% +$149K 0.38% 43
2024
Q1 		$2.39M Hold
21,629
– – 0.36% 44
2023
Q4 		$2.38M Sell
21,629
-985
-4% -$109K 0.41% 37
2023
Q3 		$2.5M Buy
22,614
+1,696
+8% +$187K 0.42% 43
2023
Q2 		$2.31M Buy
+20,918
New +$2.31M 0.33% 45
2023
Q1 		– Sell
-2,746
Closed -$302K – 81
2022
Q4 		$302K Sell
2,746
-3,194
-54% -$351K 0.06% 75
2022
Q3 		$653K Sell
5,940
-1,404
-19% -$154K 0.15% 50
2022
Q2 		$809K Sell
7,344
-279
-4% -$30.7K 0.18% 54
2022
Q1 		$840K Sell
7,623
-112
-1% -$12.4K 0.17% 54
2021
Q4 		$854K Sell
7,735
-1,241
-14% -$137K 0.13% 64
2021
Q3 		$992K Sell
8,976
-845
-9% -$93.4K 0.16% 66
2021
Q2 		$1.08M Sell
9,821
-1,984
-17% -$219K 0.21% 59
2021
Q1 		$1.3M Buy
11,805
+998
+9% +$110K 0.26% 59
2020
Q4 		$1.2M Buy
+10,807
New +$1.2M 0.29% 54

Other funds holding SHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WLIM
White Lighthouse Investment Management Bedford, Massachusetts $802M AUM 19.15% 1-Year Est. Return
CG
Cynosure Group Salt Lake City, Utah $666M AUM 18.54% 1-Year Est. Return

Clarity Financial's SHV Position: Q2 2026 in Review

Clarity Financial reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.04% in Q2 2026, selling an estimated $110 and leaving 2,807 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #99.

Clarity Financial first reported a position in SHV in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.54M in Q3 2024. 433 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Clarity Financial held 2,807 shares of iShares 0-1 Year Treasury Bond ETF worth $310K as of Q2 2026.
  • Clarity Financial sold 1 iShares 0-1 Year Treasury Bond ETF share in Q2 2026, an estimated $110.
  • iShares 0-1 Year Treasury Bond ETF made up 0.03% of Clarity Financial's portfolio in Q2 2026, its #99 holding.
  • Clarity Financial first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Clarity Financial's iShares 0-1 Year Treasury Bond ETF position peaked at $2.54M in Q3 2024.
  • 433 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.