CFD
SHV icon

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

Creative Financial Designs’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 		$4.3K Hold
39
– – ﹤0.01% 1740
2026
Q1 		$4.3K Hold
39
– – ﹤0.01% 1613
2025
Q4 		$4.3K Hold
39
– – ﹤0.01% 1540
2025
Q3 		$4.31K Sell
39
-14
-26% -$1.54K ﹤0.01% 1560
2025
Q2 		$5.85K Hold
53
– – ﹤0.01% 1488
2025
Q1 		$5.85K Hold
53
– – ﹤0.01% 1450
2024
Q4 		$5.84K Hold
53
– – ﹤0.01% 1387
2024
Q3 		$5.86K Sell
53
-121
-70% -$13.4K ﹤0.01% 1333
2024
Q2 		$19.3K Buy
174
+1
+0.6% +$110 ﹤0.01% 1002
2024
Q1 		$19.1K Sell
173
-108
-38% -$11.9K ﹤0.01% 978
2023
Q4 		$30.9K Sell
281
-730
-72% -$80.5K ﹤0.01% 804
2023
Q3 		$112K Buy
1,011
+48
+5% +$5.29K 0.01% 469
2023
Q2 		$106K Sell
963
-121
-11% -$13.3K 0.01% 476
2023
Q1 		$120K Buy
1,084
+347
+47% +$38.2K 0.02% 430
2022
Q4 		$81K Buy
737
+7
+1% +$769 0.01% 485
2022
Q3 		$80K Buy
730
+3
+0.4% +$330 0.01% 480
2022
Q2 		$80K Buy
727
+1
+0.1% +$110 0.01% 471
2022
Q1 		$80K Sell
726
-550
-43% -$60.7K 0.01% 465
2021
Q4 		$141K Sell
1,276
-129
-9% -$14.2K 0.02% 372
2021
Q3 		$155K Hold
1,405
– – 0.03% 359
2021
Q2 		$155K Sell
1,405
-1,300
-48% -$144K 0.03% 346
2021
Q1 		$299K Hold
2,705
– – 0.06% 224
2020
Q4 		$299K Buy
2,705
+4
+0.1% +$443 0.06% 216
2020
Q3 		$299K Sell
2,701
-27
-1% -$2.99K 0.07% 194
2020
Q2 		$302K Buy
+2,728
New +$302K 0.09% 162
2018
Q1 		– Sell
-4
Closed – – 745
2017
Q4 		$0 Sell
4
-39
-91% -$4.3K ﹤0.01% 771
2017
Q3 		$5K Sell
43
-18
-30% -$1.99K ﹤0.01% 514
2017
Q2 		$7K Sell
61
-18
-23% -$1.99K ﹤0.01% 474
2017
Q1 		$9K Sell
79
-1,091
-93% -$120K 0.01% 416
2016
Q4 		$129K Buy
+1,170
New +$129K 0.11% 153

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

Creative Financial Designs's SHV Position: Q2 2026 in Review

Creative Financial Designs held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 39 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

Creative Financial Designs first reported a position in SHV in Q4 2016 and has held it in 30 quarters since. The position peaked at $302K in Q2 2020. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Creative Financial Designs held 39 shares of iShares 0-1 Year Treasury Bond ETF worth $4.3K as of Q2 2026.
  • Creative Financial Designs left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1740 holding.
  • Creative Financial Designs first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2016 and has held it in 30 quarters since.
  • Creative Financial Designs's iShares 0-1 Year Treasury Bond ETF position peaked at $302K in Q2 2020.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.