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 Q3	$2.35M	Sell	21,276 -21,616	-50%	-$2.38M	1.21%	23
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return

Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Bull Oak Capital San Diego, California $306M AUM 13.34% 1-Year Est. Return

Ehrlich Financial Group's SHV Position: Q3 2026 in Review

Ehrlich Financial Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 50% in Q3 2026, selling an estimated $2.38M and leaving 21,276 shares worth $2.35M. The position accounts for 1.21% of the portfolio, ranked #23.

Ehrlich Financial Group first reported a position in SHV in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.73M in Q2 2026. 222 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Ehrlich Financial Group held 21,276 shares of iShares 0-1 Year Treasury Bond ETF worth $2.35M as of Q3 2026.
Ehrlich Financial Group sold 21,616 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $2.38M.
iShares 0-1 Year Treasury Bond ETF made up 1.21% of Ehrlich Financial Group's portfolio in Q3 2026, its #23 holding.
Ehrlich Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 12 quarters since.
Ehrlich Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $4.73M in Q2 2026.
222 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.