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

Financial Management Network’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	$4.41M	Sell	40,024 -5,313	-12%	-$586K	0.63%	39
2026 Q1	$4.99M	Sell	45,337 -5,089	-10%	-$561K	0.76%	38
2025 Q4	$5.56M	Sell	50,426 -1,723	-3%	-$190K	0.88%	34
2025 Q3	$5.75M	Buy	52,149 +2,612	+5%	+$288K	0.95%	29
2025 Q2	$5.45M	Sell	49,537 -4,854	-9%	-$535K	0.98%	27
2025 Q1	$5.99M	Sell	54,391 -4,349	-7%	-$480K	1.35%	18
2024 Q4	$6.47M	Sell	58,740 -7,857	-12%	-$866K	1.35%	19
2024 Q3	$7.34M	Sell	66,597 -21,502	-24%	-$2.37M	1.54%	16
2024 Q2	$9.7M	Buy	88,099 +366	+0.4%	+$40.4K	2.33%	11
2024 Q1	$9.66M	Buy	87,733 +7,364	+9%	+$812K	2.44%	11
2023 Q4	$8.86M	Buy	80,369 +4	+0%	+$441	2.59%	11
2023 Q3	$8.85M	Buy	80,365 +14,866	+23%	+$1.64M	2.93%	9
2023 Q2	$7.21M	Buy	65,499 +10,775	+20%	+$1.19M	2.51%	10
2023 Q1	$6.03M	Buy	54,724 +27,914	+104%	+$3.07M	2.42%	11
2022 Q4	$2.95M	Buy	+26,810	New	+$2.95M	1.31%	17

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

Financial Management Network's SHV Position: Q2 2026 in Review

Financial Management Network reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 12% in Q2 2026, selling an estimated $586K and leaving 40,024 shares worth $4.41M. The position accounts for 0.63% of the portfolio, ranked #39.

Financial Management Network first reported a position in SHV in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.7M in Q2 2024. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Financial Management Network held 40,024 shares of iShares 0-1 Year Treasury Bond ETF worth $4.41M as of Q2 2026.
Financial Management Network sold 5,313 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $586K.
iShares 0-1 Year Treasury Bond ETF made up 0.63% of Financial Management Network's portfolio in Q2 2026, its #39 holding.
Financial Management Network first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Financial Management Network's iShares 0-1 Year Treasury Bond ETF position peaked at $9.7M in Q2 2024.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.