Financial Architects (Georgia)’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Financial Architects (Georgia)’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 Q1	–	Sell	-2,985	Closed	-$329K	–	28
2025 Q4	$329K	Buy	2,985 +30	+1%	+$3.31K	0.18%	21
2025 Q3	$326K	Sell	2,955 -10	-0.3%	-$1.1K	0.19%	23
2025 Q2	$327K	Buy	2,965 +20	+0.7%	+$2.21K	0.2%	22
2025 Q1	$325K	Sell	2,945 -10	-0.3%	-$1.1K	0.21%	19
2024 Q4	$325K	Hold	2,955	–	–	0.21%	20
2024 Q3	$327K	Hold	2,955	–	–	0.21%	19
2024 Q2	$327K	Sell	2,955 -555	-16%	-$61.2K	0.22%	19
2024 Q1	$388K	Hold	3,510	–	–	0.27%	18
2023 Q4	$387K	Buy	+3,510	New	+$387K	0.3%	16

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

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Architects (Georgia)'s SHV Position: Q1 2026 in Review

Financial Architects (Georgia) sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 2,985 shares — an estimated $329K sold.

Financial Architects (Georgia) first reported a position in SHV in Q4 2023 and held it in 9 quarters. The position peaked at $388K in Q1 2024. 739 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Financial Architects (Georgia) reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Financial Architects (Georgia) sold 2,985 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $329K.
Financial Architects (Georgia) first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and held it in 9 quarters.
Financial Architects (Georgia)'s iShares 0-1 Year Treasury Bond ETF position peaked at $388K in Q1 2024.
739 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Financial Architects (Georgia)'s 13F filing for Q1 2026, filed 21 Apr 2026.