Creative Planning’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.7M | Buy |
123,803
+3,085
| +3% | +$340K | 0.01% | 682 |
|
|
2026
Q1 | $13.3M | Buy |
120,718
+10,475
| +10% | +$1.15M | 0.01% | 575 |
|
|
2025
Q4 | $12.1M | Buy |
110,243
+1,559
| +1% | +$172K | 0.01% | 545 |
|
|
2025
Q3 | $12M | Buy |
108,684
+7,628
| +8% | +$841K | 0.01% | 508 |
|
|
2025
Q2 | $11.2M | Sell |
101,056
-11,509
| -10% | -$1.27M | 0.01% | 489 |
|
|
2025
Q1 | $12.4M | Sell |
112,565
-9,660
| -8% | -$1.07M | 0.01% | 428 |
|
|
2024
Q4 | $13.5M | Sell |
122,225
-59,742
| -33% | -$6.59M | 0.01% | 374 |
|
|
2024
Q3 | $20.1M | Sell |
181,967
-91,096
| -33% | -$10.1M | 0.02% | 284 |
|
|
2024
Q2 | $30.2M | Sell |
273,063
-2,459
| -0.9% | -$271K | 0.03% | 201 |
|
|
2024
Q1 | $30.5M | Sell |
275,522
-18,507
| -6% | -$2.04M | 0.03% | 196 |
|
|
2023
Q4 | $32.4M | Sell |
294,029
-93,495
| -24% | -$10.3M | 0.06% | 174 |
|
|
2023
Q3 | $42.8M | Sell |
387,524
-22,207
| -5% | -$2.45M | 0.06% | 138 |
|
|
2023
Q2 | $45.3M | Sell |
409,731
-5,913
| -1% | -$652K | 0.06% | 123 |
|
|
2023
Q1 | $45.9M | Sell |
415,644
-11,788
| -3% | -$1.3M | 0.07% | 121 |
|
|
2022
Q4 | $47M | Sell |
427,432
-4,132
| -1% | -$454K | 0.07% | 115 |
|
|
2022
Q3 | $47.5M | Buy |
431,564
+181,451
| +73% | +$20M | 0.08% | 102 |
|
|
2022
Q2 | $27.5M | Buy |
250,113
+16,083
| +7% | +$1.77M | 0.05% | 160 |
|
|
2022
Q1 | $25.8M | Buy |
234,030
+204,106
| +682% | +$22.5M | 0.04% | 171 |
|
|
2021
Q4 | $3.3M | Sell |
29,924
-2,790
| -9% | -$308K | 0.01% | 532 |
|
|
2021
Q3 | $3.61M | Sell |
32,714
-6,331
| -16% | -$699K | 0.01% | 505 |
|
|
2021
Q2 | $4.31M | Buy |
39,045
+19,225
| +97% | +$2.12M | 0.01% | 446 |
|
|
2021
Q1 | $2.19M | Buy |
19,820
+678
| +4% | +$74.9K | ﹤0.01% | 685 |
|
|
2020
Q4 | $2.12M | Buy |
19,142
+2,973
| +18% | +$329K | ﹤0.01% | 652 |
|
|
2020
Q3 | $1.79M | Buy |
16,169
+2,439
| +18% | +$270K | ﹤0.01% | 603 |
|
|
2020
Q2 | $1.52M | Sell |
13,730
-1,194
| -8% | -$132K | ﹤0.01% | 591 |
|
|
2020
Q1 | $1.66M | Buy |
14,924
+113
| +0.8% | +$12.5K | 0.01% | 484 |
|
|
2019
Q4 | $1.64M | Buy |
+14,811
| New | +$1.64M | ﹤0.01% | 584 |
|
|
2019
Q2 | – | Sell |
-4,747
| Closed | -$525K | – | 2112 |
|
|
2019
Q1 | $525K | Buy |
+4,747
| New | +$524K | ﹤0.01% | 998 |
|
|
2018
Q4 | – | Sell |
-1,931
| Closed | -$213K | – | 2091 |
|
|
2018
Q3 | $213K | Sell |
1,931
-2,688
| -58% | -$297K | ﹤0.01% | 1637 |
|
|
2018
Q2 | $510K | Buy |
4,619
+261
| +6% | +$28.8K | ﹤0.01% | 1062 |
|
|
2018
Q1 | $481K | Buy |
+4,358
| New | +$481K | ﹤0.01% | 1109 |
|
|
2017
Q3 | – | Sell |
-163
| Closed | -$18K | – | 3404 |
|
|
2017
Q2 | $18K | Buy |
163
+92
| +130% | +$10.1K | ﹤0.01% | 3253 |
|
|
2017
Q1 | $8K | Sell |
71
-12
| -14% | -$1.32K | ﹤0.01% | 3738 |
|
|
2016
Q4 | $9K | Sell |
83
-1,010
| -92% | -$111K | ﹤0.01% | 3624 |
|
|
2016
Q3 | $121K | Buy |
1,093
+856
| +361% | +$94.5K | ﹤0.01% | 1721 |
|
|
2016
Q2 | $26K | Buy |
+237
| New | +$26.2K | ﹤0.01% | 2607 |
|
|
2016
Q1 | – | Sell |
-79
| Closed | -$9K | – | 4497 |
|
|
2015
Q4 | $9K | Buy |
+79
| New | +$8.71K | ﹤0.01% | 3368 |
|
|
2015
Q2 | – | Sell |
-566
| Closed | -$62K | – | 2686 |
|
|
2015
Q1 | $62K | Sell |
566
-1,300
| -70% | -$143K | ﹤0.01% | 1870 |
|
|
2014
Q4 | $206K | Buy |
1,866
+1,605
| +615% | +$177K | ﹤0.01% | 1123 |
|
|
2014
Q3 | $29K | Hold |
261
| – | – | ﹤0.01% | 2282 |
|
|
2014
Q2 | $29K | Sell |
261
-691
| -73% | -$76.2K | ﹤0.01% | 2257 |
|
|
2014
Q1 | $105K | Buy |
952
+535
| +128% | +$59K | ﹤0.01% | 1379 |
|
|
2013
Q4 | $46K | Sell |
417
-587
| -58% | -$64.7K | ﹤0.01% | 1663 |
|
|
2013
Q3 | $111K | Buy |
1,004
+578
| +136% | +$63.7K | ﹤0.01% | 1055 |
|
|
2013
Q2 | $47K | Buy |
+426
| New | +$47K | ﹤0.01% | 1421 |
|
Other funds holding SHV
NRI
BBVA
Creative Planning's SHV Position: Q2 2026 in Review
Creative Planning increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2.6% in Q2 2026, buying an estimated $340K and bringing the position to 123,803 shares worth $13.7M. The position accounts for 0.01% of the portfolio, ranked #682.
Creative Planning first reported a position in SHV in Q2 2013 and has held it in 45 quarters since. The position peaked at $47.5M in Q3 2022. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.
- Creative Planning held 123,803 shares of iShares 0-1 Year Treasury Bond ETF worth $13.7M as of Q2 2026.
- Creative Planning bought 3,085 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $340K.
- iShares 0-1 Year Treasury Bond ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #682 holding.
- Creative Planning first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2013 and has held it in 45 quarters since.
- Creative Planning's iShares 0-1 Year Treasury Bond ETF position peaked at $47.5M in Q3 2022.
- 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.