EFG
SHV icon

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

Ehrlich Financial 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 		$4.73M Buy
42,892
+23,446
+121% +$2.58M 2.43% 9
2026
Q1 		$2.15M Buy
19,446
+4,340
+29% +$479K 1.23% 28
2025
Q4 		$1.66M Sell
15,106
-7,283
-33% -$803K 0.95% 30
2025
Q3 		$2.47M Buy
22,389
+9,414
+73% +$1.04M 1.47% 19
2025
Q2 		$1.43M Sell
12,975
-1,947
-13% -$215K 0.93% 33
2025
Q1 		$1.65M Sell
14,922
-3,644
-20% -$402K 1.2% 25
2024
Q4 		$2.04M Sell
18,566
-1,251
-6% -$138K 1.45% 20
2024
Q3 		$2.19M Sell
19,817
-17,142
-46% -$1.89M 1.56% 20
2024
Q2 		$4.08M Buy
36,959
+32,595
+747% +$3.59M 3.22% 8
2024
Q1 		$482K Sell
4,364
-11,297
-72% -$1.25M 0.41% 57
2023
Q4 		$1.72M Buy
+15,661
New +$1.73M 1.73% 21

Other funds holding SHV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
AZ
Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return
LAS
Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return

Ehrlich Financial Group's SHV Position: Q2 2026 in Review

Ehrlich Financial Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 121% in Q2 2026, buying an estimated $2.58M and bringing the position to 42,892 shares worth $4.73M. The position accounts for 2.43% of the portfolio, ranked #9.

Ehrlich Financial Group first reported a position in SHV in Q4 2023 and has held it in 11 quarters since. 236 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Ehrlich Financial Group held 42,892 shares of iShares 0-1 Year Treasury Bond ETF worth $4.73M as of Q2 2026.
  • Ehrlich Financial Group bought 23,446 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.58M.
  • iShares 0-1 Year Treasury Bond ETF made up 2.43% of Ehrlich Financial Group's portfolio in Q2 2026, its #9 holding.
  • Ehrlich Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.