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

Core 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	$2.56M	Sell	23,186 -764	-3%	-$84.2K	1.09%	25
2026 Q1	$2.64M	Sell	23,950 -1,194	-5%	-$132K	1.23%	20
2025 Q4	$2.77M	Buy	25,144 +13	+0.1%	+$1.43K	1.25%	19
2025 Q3	$2.78M	Buy	25,131 +97	+0.4%	+$10.7K	1.27%	18
2025 Q2	$2.76M	Buy	25,034 +473	+2%	+$52.2K	1.4%	17
2025 Q1	$2.71M	Buy	24,561 +1,887	+8%	+$208K	1.58%	13
2024 Q4	$2.5M	Buy	22,674 +313	+1%	+$34.5K	1.43%	14
2024 Q3	$2.47M	Sell	22,361 -3,024	-12%	-$334K	1.5%	13
2024 Q2	$2.81M	Sell	25,385 -1,118	-4%	-$123K	1.92%	11
2024 Q1	$2.93M	Sell	26,503 -1,021	-4%	-$113K	2.21%	11
2023 Q4	$3.03M	Sell	27,524 -2,206	-7%	-$243K	2.48%	10
2023 Q3	$3.28M	Sell	29,730 -960	-3%	-$106K	2.98%	9
2023 Q2	$3.39M	Sell	30,690 -2,709	-8%	-$299K	3.13%	7
2023 Q1	$3.69M	Sell	33,399 -3,054	-8%	-$336K	3.71%	6
2022 Q4	$3.87M	Buy	+36,453	New	+$4.01M	4.35%	3

Other funds holding SHV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

HAFG

Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

LAS

Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return

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

Core Wealth Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3.2% in Q2 2026, selling an estimated $84.2K and leaving 23,186 shares worth $2.56M. The position accounts for 1.09% of the portfolio, ranked #25.

Core Wealth Partners first reported a position in SHV in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.87M in Q4 2022. 236 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Core Wealth Partners held 23,186 shares of iShares 0-1 Year Treasury Bond ETF worth $2.56M as of Q2 2026.
Core Wealth Partners sold 764 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $84.2K.
iShares 0-1 Year Treasury Bond ETF made up 1.09% of Core Wealth Partners's portfolio in Q2 2026, its #25 holding.
Core 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.
Core Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $3.87M in Q4 2022.
236 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.