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 Q2	$254K	Sell	2,300 -200	-8%	-$22K	0.1%	55
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 $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cunning Capital Partners's SHV Position: Q2 2026 in Review

Cunning Capital Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 8% in Q2 2026, selling an estimated $22K and leaving 2,300 shares worth $254K. The position accounts for 0.1% of the portfolio, ranked #55.

Cunning Capital Partners first reported a position in SHV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.55M in Q1 2025. 724 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Cunning Capital Partners held 2,300 shares of iShares 0-1 Year Treasury Bond ETF worth $254K as of Q2 2026.
Cunning Capital Partners sold 200 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $22K.
iShares 0-1 Year Treasury Bond ETF made up 0.1% of Cunning Capital Partners's portfolio in Q2 2026, its #55 holding.
Cunning Capital Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Cunning Capital Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $1.55M in Q1 2025.
724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Cunning Capital Partners's 13F filing for Q2 2026, filed 11 Aug 2026.