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

Compass Financial Management’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

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

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

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

Compass Financial Management's SHV Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.08% of Compass Financial Management's portfolio in Q2 2026, its #224 holding.
698 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.