Cynosure Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Cynosure Group’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	$60.2M	Sell	545,206 -1,216	-0.2%	-$134K	9.04%	4
2026 Q1	$60.3M	Sell	546,422 -12,007	-2%	-$1.32M	7.54%	3
2025 Q4	$61.5M	Sell	558,429 -453	-0.1%	-$50K	6.26%	3
2025 Q3	$61.8M	Sell	558,882 -960	-0.2%	-$106K	6.71%	3
2025 Q2	$61.8M	Hold	559,842	–	–	7%	2
2025 Q1	$61.8M	Hold	559,842	–	–	8.52%	2
2024 Q4	$61.6M	Sell	559,842 -907	-0.2%	-$100K	9.21%	1
2024 Q3	$62M	Buy	560,749 +17,145	+3%	+$1.89M	9.04%	1
2024 Q2	$60.1M	Sell	543,604 -11,111	-2%	-$1.23M	9.64%	1
2024 Q1	$61.3M	Sell	554,715 -37,680	-6%	-$4.16M	11.01%	1
2023 Q4	$65.1M	Buy	592,395 +508,923	+610%	+$56.1M	11.7%	1
2023 Q3	$9.22M	Sell	83,472 -445	-0.5%	-$49.1K	2.83%	8
2023 Q2	$9.27M	Buy	+83,917	New	+$9.25M	2.79%	8

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

Cynosure Group's SHV Position: Q2 2026 in Review

Cynosure Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.22% in Q2 2026, selling an estimated $134K and leaving 545,206 shares worth $60.2M. The position accounts for 9.04% of the portfolio, ranked #4.

Cynosure Group first reported a position in SHV in Q2 2023 and has held it in 13 quarters since. The position peaked at $65.1M in Q4 2023. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Cynosure Group held 545,206 shares of iShares 0-1 Year Treasury Bond ETF worth $60.2M as of Q2 2026.
Cynosure Group sold 1,216 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $134K.
iShares 0-1 Year Treasury Bond ETF made up 9.04% of Cynosure Group's portfolio in Q2 2026, its #4 holding.
Cynosure Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Cynosure Group's iShares 0-1 Year Treasury Bond ETF position peaked at $65.1M in Q4 2023.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.