Cunning Capital Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Cunning Capital 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 Q1	$276K	Hold	2,500	–	–	0.14%	56
2025 Q4	$275K	Sell	2,500 -7,500	-75%	-$827K	0.13%	56
2025 Q3	$1.1M	Hold	10,000	–	–	0.51%	53
2025 Q2	$1.1M	Sell	10,000 -4,000	-29%	-$441K	0.58%	53
2025 Q1	$1.55M	Buy	14,000 +2,750	+24%	+$303K	0.99%	46
2024 Q4	$1.24M	Buy	11,250 +2,300	+26%	+$254K	0.74%	52
2024 Q3	$990K	Buy	8,950 +4,250	+90%	+$469K	0.52%	71
2024 Q2	$519K	Buy	4,700 +550	+13%	+$60.7K	0.29%	78
2024 Q1	$459K	Buy	+4,150	New	+$458K	0.25%	80

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cunning Capital Partners's SHV Position: Q1 2026 in Review

Cunning Capital Partners held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q1 2026 at 2,500 shares worth $276K. The position accounts for 0.14% of the portfolio, ranked #56.

Cunning Capital Partners first reported a position in SHV in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.55M in Q1 2025. 737 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Cunning Capital Partners held 2,500 shares of iShares 0-1 Year Treasury Bond ETF worth $276K as of Q1 2026.
Cunning Capital Partners left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.14% of Cunning Capital Partners's portfolio in Q1 2026, its #56 holding.
Cunning Capital Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
Cunning Capital Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $1.55M in Q1 2025.
737 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Cunning Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.