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

Ethos 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	$2.81M	Buy	25,493 +167	+0.7%	+$18.4K	0.19%	109
2026 Q1	$2.8M	Buy	25,326 +4,488	+22%	+$495K	0.2%	104
2025 Q4	$2.3M	Sell	20,838 -551	-3%	-$60.8K	0.17%	123
2025 Q3	$2.36M	Sell	21,389 -1,355	-6%	-$149K	0.19%	114
2025 Q2	$2.51M	Sell	22,744 -638	-3%	-$70.3K	0.22%	105
2025 Q1	$2.57M	Hold	23,382	–	–	0.25%	97
2024 Q4	$2.57M	Sell	23,382 -69,735	-75%	-$7.69M	0.34%	68
2024 Q3	$10.3M	Buy	93,117 +3,660	+4%	+$404K	1.7%	16
2024 Q2	$9.88M	Buy	89,457 +4,061	+5%	+$448K	1.74%	14
2024 Q1	$9.44M	Buy	85,396 +2,334	+3%	+$258K	1.79%	13
2023 Q4	$9.15M	Sell	83,062 -3,606	-4%	-$398K	1.95%	11
2023 Q3	$9.57M	Buy	86,668 +1,115	+1%	+$123K	2.48%	10
2023 Q2	$9.45M	Hold	85,553	–	–	3.19%	8
2023 Q1	$9.45M	Sell	85,553 -7,575	-8%	-$834K	2.94%	8
2022 Q4	$10.2M	Buy	+93,128	New	+$10.2M	3.47%	7

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

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

Ethos Financial Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.66% in Q2 2026, buying an estimated $18.4K and bringing the position to 25,493 shares worth $2.81M. The position accounts for 0.19% of the portfolio, ranked #109.

Ethos Financial Group first reported a position in SHV in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.3M in Q3 2024. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Ethos Financial Group held 25,493 shares of iShares 0-1 Year Treasury Bond ETF worth $2.81M as of Q2 2026.
Ethos Financial Group bought 167 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $18.4K.
iShares 0-1 Year Treasury Bond ETF made up 0.19% of Ethos Financial Group's portfolio in Q2 2026, its #109 holding.
Ethos Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Ethos Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $10.3M in Q3 2024.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.