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

Financial Management Professionals’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	$1.79M	Hold	16,221	–	–	0.17%	48
2026 Q1	$1.79M	Hold	16,221	–	–	0.2%	43
2025 Q4	$1.79M	Sell	16,221 -1,000	-6%	-$110K	0.18%	45
2025 Q3	$1.9M	Buy	17,221 +250	+1%	+$27.6K	0.2%	48
2025 Q2	$1.87M	Buy	16,971 +1,500	+10%	+$165K	0.21%	45
2025 Q1	$1.71M	Buy	15,471 +7,020	+83%	+$774K	0.22%	38
2024 Q4	$931K	Buy	8,451 +2,800	+50%	+$309K	0.12%	68
2024 Q3	$625K	Sell	5,651 -100	-2%	-$11K	0.08%	79
2024 Q2	$635K	Buy	5,751 +80	+1%	+$8.82K	0.09%	75
2024 Q1	$627K	Buy	5,671 +2,500	+79%	+$276K	0.09%	78
2023 Q4	$349K	Sell	3,171 -2,725	-46%	-$300K	0.06%	87
2023 Q3	$651K	Hold	5,896	–	–	0.11%	58
2023 Q2	$651K	Hold	5,896	–	–	0.11%	58
2023 Q1	$652K	Buy	5,896 +500	+9%	+$55.1K	0.13%	57
2022 Q4	$593K	Buy	5,396 +1,000	+23%	+$110K	0.12%	53
2022 Q3	$484K	Buy	4,396 +675	+18%	+$74.3K	0.11%	52
2022 Q2	$410K	Hold	3,721	–	–	0.1%	63
2022 Q1	$410K	Hold	3,721	–	–	0.09%	64
2021 Q4	$411K	Hold	3,721	–	–	0.09%	69
2021 Q3	$411K	Hold	3,721	–	–	0.09%	57
2021 Q2	$411K	Hold	3,721	–	–	0.11%	53
2021 Q1	$411K	Buy	3,721 +500	+16%	+$55.3K	0.11%	45
2020 Q4	$356K	Hold	3,221	–	–	0.1%	47
2020 Q3	$357K	Hold	3,221	–	–	0.13%	36
2020 Q2	$357K	Hold	3,221	–	–	0.12%	38
2020 Q1	$358K	Sell	3,221 -500	-13%	-$55.3K	0.15%	33
2019 Q4	$411K	Hold	3,721	–	–	0.14%	34
2019 Q3	$412K	Buy	3,721 +500	+16%	+$55.3K	0.15%	34
2019 Q2	$356K	Hold	3,221	–	–	0.13%	33
2019 Q1	$356K	Hold	3,221	–	–	0.14%	32
2018 Q4	$355K	Hold	3,221	–	–	0.22%	28
2018 Q3	$356K	Hold	3,221	–	–	0.14%	34
2018 Q2	$356K	Buy	+3,221	New	+$355K	0.15%	34
2017 Q2	–	Sell	-1,455	Closed	-$160K	–	293
2017 Q1	$160K	Sell	1,455 -697	-32%	-$76.9K	0.08%	47
2016 Q4	$237K	Sell	2,152 -2,920	-58%	-$322K	0.12%	37
2016 Q3	$450K	Buy	+5,072	New	+$560K	0.23%	26
2016 Q1	–	Sell	-453	Closed	-$15K	–	272
2015 Q4	$15K	Sell	453 -275	-38%	-$30.3K	0.01%	125
2015 Q3	$80K	Sell	728 -1,367	-65%	-$151K	0.05%	63
2015 Q2	$231K	Hold	2,095	–	–	0.11%	36
2015 Q1	$231K	Hold	2,095	–	–	0.11%	33
2014 Q4	$231K	Buy	+2,095	New	+$231K	0.13%	37
2014 Q1	–	Sell	-54	Closed	-$6K	–	261
2013 Q4	$6K	Sell	54 -163	-75%	-$18K	﹤0.01%	200
2013 Q3	$24K	Sell	217 -1,529	-88%	-$169K	0.01%	129
2013 Q2	$192K	Buy	+1,746	New	+$192K	0.14%	33

Other funds holding SHV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 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

FPW

Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return

NWP

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

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

Financial Management Professionals held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 16,221 shares worth $1.79M. The position accounts for 0.17% of the portfolio, ranked #48.

Financial Management Professionals first reported a position in SHV in Q2 2013 and has held it in 44 quarters since. The position peaked at $1.9M in Q3 2025. 123 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Financial Management Professionals held 16,221 shares of iShares 0-1 Year Treasury Bond ETF worth $1.79M as of Q2 2026.
Financial Management Professionals left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.17% of Financial Management Professionals's portfolio in Q2 2026, its #48 holding.
Financial Management Professionals first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2013 and has held it in 44 quarters since.
Financial Management Professionals's iShares 0-1 Year Treasury Bond ETF position peaked at $1.9M in Q3 2025.
123 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.