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

Concord 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 		$998K Sell
9,041
-389
-4% -$42.9K 0.11% 130
2026
Q1 		$1.04M Sell
9,430
-282,352
-97% -$31.1M 0.14% 127
2025
Q4 		$32.1M Buy
291,782
+10,157
+4% +$1.12M 4.18% 4
2025
Q3 		$31.1M Buy
281,625
+20,211
+8% +$2.23M 4.29% 3
2025
Q2 		$28.9M Buy
261,414
+12,928
+5% +$1.43M 4.21% 4
2025
Q1 		$27.4M Sell
248,486
-13,799
-5% -$1.52M 4.51% 3
2024
Q4 		$28.9M Buy
262,285
+78,521
+43% +$8.66M 4.73% 3
2024
Q3 		$20.3M Buy
183,764
+6,775
+4% +$748K 3.39% 4
2024
Q2 		$19.6M Buy
176,989
+6,565
+4% +$724K 3.45% 4
2024
Q1 		$18.8M Buy
170,424
+12,162
+8% +$1.34M 3.39% 4
2023
Q4 		$17.4M Sell
158,262
-22,819
-13% -$2.52M 3.49% 5
2023
Q3 		$20M Buy
181,081
+51,273
+39% +$5.65M 4.25% 5
2023
Q2 		$14.3M Buy
129,808
+36,505
+39% +$4.02M 3.09% 7
2023
Q1 		$10.3M Buy
93,303
+39,164
+72% +$4.31M 2.93% 10
2022
Q4 		$5.95M Buy
+54,139
New +$5.95M 1.79% 14

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Concord Wealth Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 4.1% in Q2 2026, selling an estimated $42.9K and leaving 9,041 shares worth $998K. The position accounts for 0.11% of the portfolio, ranked #130.

Concord Wealth Partners first reported a position in SHV in Q4 2022 and has held it in 15 quarters since. The position peaked at $32.1M in Q4 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Concord Wealth Partners held 9,041 shares of iShares 0-1 Year Treasury Bond ETF worth $998K as of Q2 2026.
  • Concord Wealth Partners sold 389 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $42.9K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.11% of Concord Wealth Partners's portfolio in Q2 2026, its #130 holding.
  • Concord Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Concord Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $32.1M in Q4 2025.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.