Financial Gravity Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Financial Gravity Asset Management’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	-66	Closed	-$7.27K	–	972
2025 Q4	$7.27K	Hold	66	–	–	﹤0.01%	523
2025 Q3	$7.29K	Buy	+66	New	+$7.28K	﹤0.01%	622
2025 Q1	$7.29K	Buy	+66	New	+$7.28K	﹤0.01%	664
2024 Q2	$53.5K	Buy	484 +450	+1,324%	+$49.6K	0.01%	261
2024 Q1	$3.72K	Sell	34 -105	-76%	-$11.6K	﹤0.01%	612
2023 Q4	$15.3K	Buy	+139	New	+$15.3K	﹤0.01%	422
2021 Q3	$110K	Hold	131	–	–	0.05%	332
2021 Q2	$110K	Buy	+131	New	+$14.5K	0.04%	328
2020 Q4	$15K	Buy	+136	New	+$15K	0.01%	146
2019 Q4	$136K	Sell	4,838 -1,502	-24%	-$166K	0.09%	215
2019 Q3	$701K	Sell	6,340 -729	-10%	-$80.6K	0.6%	36
2019 Q2	$782K	Sell	7,069 -1,444	-17%	-$160K	0.64%	41
2019 Q1	$939K	Buy	+8,513	New	+$940K	0.76%	32
2018 Q3	$464K	Sell	4,205 -417	-9%	-$46K	0.49%	34
2018 Q2	$510K	Buy	4,622 +31	+0.7%	+$3.42K	0.48%	30
2018 Q1	$506K	Buy	+4,591	New	+$506K	0.52%	29

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 Gravity Asset Management's SHV Position: Q1 2026 in Review

Financial Gravity Asset Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 66 shares — an estimated $7.27K sold.

Financial Gravity Asset Management first reported a position in SHV in Q1 2018 and held it in 16 quarters. The position peaked at $939K in Q1 2019. 739 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Financial Gravity Asset Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Financial Gravity Asset Management sold 66 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $7.27K.
Financial Gravity Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2018 and held it in 16 quarters.
Financial Gravity Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $939K in Q1 2019.
739 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.