FPI
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Financial Plan Inc’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Financial Plan Inc’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 		$5.12M Buy
46,426
+27,151
+141% +$2.99M 0.49% 25
2026
Q1 		$2.13M Sell
19,275
-667
-3% -$73.5K 0.23% 35
2025
Q4 		$2.2M Buy
+19,942
New +$2.2M 0.25% 35

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Plan Inc's SHV Position: Q2 2026 in Review

Financial Plan Inc increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 141% in Q2 2026, buying an estimated $2.99M and bringing the position to 46,426 shares worth $5.12M. The position accounts for 0.49% of the portfolio, ranked #25.

Financial Plan Inc first reported a position in SHV in Q4 2025 and has held it in 3 quarters since. 726 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Financial Plan Inc held 46,426 shares of iShares 0-1 Year Treasury Bond ETF worth $5.12M as of Q2 2026.
  • Financial Plan Inc bought 27,151 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.99M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.49% of Financial Plan Inc's portfolio in Q2 2026, its #25 holding.
  • Financial Plan Inc first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 726 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.