Daymark Wealth Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Daymark Wealth 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	–	Sell	-1,900	Closed	-$209K	–	754
2025 Q4	$209K	Hold	1,900	–	–	0.01%	582
2025 Q3	$210K	Hold	1,900	–	–	0.01%	583
2025 Q2	$210K	Hold	1,900	–	–	0.01%	533
2025 Q1	$210K	Sell	1,900 -477	-20%	-$52.6K	0.01%	483
2024 Q4	$262K	Sell	2,377 -90	-4%	-$9.93K	0.01%	430
2024 Q3	$273K	Buy	2,467 +174	+8%	+$19.2K	0.01%	441
2024 Q2	$253K	Buy	2,293 +393	+21%	+$43.3K	0.01%	431
2024 Q1	$210K	Sell	1,900 -100	-5%	-$11K	0.01%	408
2023 Q4	$220K	Hold	2,000	–	–	0.01%	371
2023 Q3	$221K	Hold	2,000	–	–	0.02%	348
2023 Q2	$221K	Hold	2,000	–	–	0.02%	342
2023 Q1	$221K	Hold	2,000	–	–	0.03%	273
2022 Q4	$220K	Buy	+2,000	New	+$220K	0.04%	210

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 $380M AUM 40.02% 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

Daymark Wealth Partners's SHV Position: Q1 2026 in Review

Daymark Wealth Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 1,900 shares — an estimated $209K sold.

Daymark Wealth Partners first reported a position in SHV in Q4 2022 and held it in 13 quarters. The position peaked at $273K in Q3 2024. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Daymark Wealth Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Daymark Wealth Partners sold 1,900 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $209K.
Daymark Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 13 quarters.
Daymark Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $273K in Q3 2024.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.