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

Destiny 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	–	Hold	0	–	–	–	1139
2024 Q4	–	Sell	-43,475	Closed	-$4.81M	–	174
2024 Q3	$4.81M	Sell	43,475 -724	-2%	-$79.9K	0.84%	41
2024 Q2	$4.88M	Sell	44,199 -122,965	-74%	-$13.6M	0.88%	39
2024 Q1	$18.5M	Buy	167,164 +2,420	+1%	+$267K	3.31%	4
2023 Q4	$18.2M	Buy	164,744 +51,045	+45%	+$5.63M	3.41%	4
2023 Q3	$12.6M	Sell	113,699 -31,253	-22%	-$3.45M	2.54%	9
2023 Q2	$16M	Sell	144,952 -4,565	-3%	-$503K	3.06%	5
2023 Q1	$16.5M	Buy	149,517 +1,456	+1%	+$160K	3.42%	5
2022 Q4	$16.3M	Buy	+148,061	New	+$16.3M	3.52%	3
2021 Q1	–	Sell	-227	Closed	-$25K	–	567
2020 Q4	$25K	Buy	+227	New	+$25.1K	0.01%	344

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Destiny Wealth Partners held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q1 2026 at 0 shares worth $50. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Destiny Wealth Partners first reported a position in SHV in Q4 2020 and has held it in 9 quarters since. The position peaked at $18.5M in Q1 2024. 741 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Destiny Wealth Partners held 0 shares of iShares 0-1 Year Treasury Bond ETF worth $50 as of Q1 2026.
Destiny Wealth 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 ﹤0.01% of Destiny Wealth Partners's portfolio in Q1 2026, its #1139 holding.
Destiny Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and has held it in 9 quarters since.
Destiny Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $18.5M in Q1 2024.
741 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

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