CMP
SHV icon

Courage Miller Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Courage Miller 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 		$1.4M Buy
12,715
+140
+1% +$15.4K 0.37% 39
2026
Q1 		$1.39M Buy
12,575
+3,392
+37% +$374K 0.39% 36
2025
Q4 		$1.01M Buy
9,183
+218
+2% +$24K 0.3% 38
2025
Q3 		$991K Buy
8,965
+785
+10% +$86.6K 0.3% 38
2025
Q2 		$903K Sell
8,180
-743
-8% -$81.9K 0.29% 40
2025
Q1 		$986K Buy
8,923
+96
+1% +$10.6K 0.33% 37
2024
Q4 		$972K Buy
8,827
+16
+0.2% +$1.76K 0.33% 39
2024
Q3 		$975K Buy
8,811
+565
+7% +$62.4K 0.33% 39
2024
Q2 		$911K Sell
8,246
-154
-2% -$17K 0.33% 40
2024
Q1 		$929K Sell
8,400
-365
-4% -$40.3K 0.32% 41
2023
Q4 		$965K Sell
8,765
-2,516
-22% -$277K 0.37% 39
2023
Q3 		$1.25M Buy
11,281
+69
+0.6% +$7.61K 0.51% 28
2023
Q2 		$1.24M Sell
11,212
-28
-0.2% -$3.09K 0.52% 30
2023
Q1 		$1.24M Sell
11,240
-18
-0.2% -$1.98K 0.53% 31
2022
Q4 		$1.24M Sell
11,258
-1,010
-8% -$111K 0.57% 29
2022
Q3 		$1.35M Sell
12,268
-102
-0.8% -$11.2K 0.68% 25
2022
Q2 		$1.36M Hold
12,370
– – 0.65% 25
2022
Q1 		$1.36M Buy
12,370
+39
+0.3% +$4.3K 0.54% 27
2021
Q4 		$1.36M Buy
12,331
+1,320
+12% +$146K 0.52% 31
2021
Q3 		$1.22M Buy
11,011
+1,578
+17% +$174K 0.49% 33
2021
Q2 		$1.04M Buy
9,433
+1,371
+17% +$152K 0.43% 38
2021
Q1 		$891K Buy
8,062
+846
+12% +$93.5K 0.39% 41
2020
Q4 		$798K Buy
7,216
+1,968
+38% +$218K 0.37% 42
2020
Q3 		$581K Hold
5,248
– – 0.31% 51
2020
Q2 		$581K Sell
5,248
-30
-0.6% -$3.32K 0.31% 51
2020
Q1 		$585K Buy
5,278
+411
+8% +$45.5K 0.36% 45
2019
Q4 		$538K Buy
4,867
+205
+4% +$22.7K 0.28% 54
2019
Q3 		$516K Buy
4,662
+20
+0.4% +$2.21K 0.28% 54
2019
Q2 		$513K Buy
+4,642
New +$513K 0.28% 55

Other funds holding SHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return

Courage Miller Partners's SHV Position: Q2 2026 in Review

Courage Miller Partners increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.1% in Q2 2026, buying an estimated $15.4K and bringing the position to 12,715 shares worth $1.4M. The position accounts for 0.37% of the portfolio, ranked #39.

Courage Miller Partners first reported a position in SHV in Q2 2019 and has held it in 29 quarters since. 315 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Courage Miller Partners held 12,715 shares of iShares 0-1 Year Treasury Bond ETF worth $1.4M as of Q2 2026.
  • Courage Miller Partners bought 140 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $15.4K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.37% of Courage Miller Partners's portfolio in Q2 2026, its #39 holding.
  • Courage Miller Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • 315 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.