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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
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

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
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SCA
Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
CAG
Cypress Advisory Group Scottsdale, Arizona $129M AUM 10.74% 1-Year Est. Return

Fairvoy Private Wealth's SHV Position: Q2 2026 in Review

Fairvoy Private Wealth increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 6.6% in Q2 2026, buying an estimated $1.06M and bringing the position to 154,476 shares worth $17M. The position accounts for 3.45% of the portfolio, ranked #3.

Fairvoy Private Wealth first reported a position in SHV in Q4 2024 and has held it in 7 quarters since. 141 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Fairvoy Private Wealth held 154,476 shares of iShares 0-1 Year Treasury Bond ETF worth $17M as of Q2 2026.
  • Fairvoy Private Wealth bought 9,617 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.06M.
  • iShares 0-1 Year Treasury Bond ETF made up 3.45% of Fairvoy Private Wealth's portfolio in Q2 2026, its #3 holding.
  • Fairvoy Private Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 141 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.