Fairvoy Private Wealth’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Fairvoy Private Wealth’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	$15.9M	Sell	144,363 -10,113	-7%	-$1.11M	3.21%	4
2026 Q2	$17M	Buy	154,476 +9,617	+7%	+$1.06M	3.45%	3
2026 Q1	$16M	Buy	144,859 +11,067	+8%	+$1.22M	3.82%	3
2025 Q4	$14.7M	Sell	133,792 -2,503	-2%	-$276K	3.3%	5
2025 Q3	$15.1M	Sell	136,295 -8,741	-6%	-$964K	3.43%	3
2025 Q2	$16M	Buy	145,036 +1,365	+1%	+$151K	3.98%	2
2025 Q1	$15.9M	Buy	143,671 +26,125	+22%	+$2.88M	4.36%	2
2024 Q4	$12.9M	Buy	+117,546	New	+$13M	3.44%	3

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

Fairvoy Private Wealth's SHV Position: Q3 2026 in Review

Fairvoy Private Wealth reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 6.5% in Q3 2026, selling an estimated $1.11M and leaving 144,363 shares worth $15.9M. The position accounts for 3.21% of the portfolio, ranked #4.

Fairvoy Private Wealth first reported a position in SHV in Q4 2024 and has held it in 8 quarters since. The position peaked at $17M in Q2 2026. 222 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Fairvoy Private Wealth held 144,363 shares of iShares 0-1 Year Treasury Bond ETF worth $15.9M as of Q3 2026.
Fairvoy Private Wealth sold 10,113 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.11M.
iShares 0-1 Year Treasury Bond ETF made up 3.21% of Fairvoy Private Wealth's portfolio in Q3 2026, its #4 holding.
Fairvoy Private Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
Fairvoy Private Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $17M in Q2 2026.
222 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Fairvoy Private Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.