FMN
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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
Q3 		$4.34M Sell
39,468
-556
-1% -$61.3K 0.63% 37
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

TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

Financial Management Network's SHV Position: Q3 2026 in Review

Financial Management Network reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.4% in Q3 2026, selling an estimated $61.3K and leaving 39,468 shares worth $4.34M. The position accounts for 0.63% of the portfolio, ranked #37.

Financial Management Network first reported a position in SHV in Q4 2022 and has held it in 16 quarters since. The position peaked at $9.7M in Q2 2024. 39 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Financial Management Network held 39,468 shares of iShares 0-1 Year Treasury Bond ETF worth $4.34M as of Q3 2026.
  • Financial Management Network sold 556 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $61.3K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.63% of Financial Management Network's portfolio in Q3 2026, its #37 holding.
  • Financial Management Network first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Financial Management Network's iShares 0-1 Year Treasury Bond ETF position peaked at $9.7M in Q2 2024.
  • 39 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.