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
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
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Plan Inc's SHV Position: Q1 2026 in Review

Financial Plan Inc reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3.3% in Q1 2026, selling an estimated $73.5K and leaving 19,275 shares worth $2.13M. The position accounts for 0.23% of the portfolio, ranked #35.

Financial Plan Inc first reported a position in SHV in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.2M in Q4 2025. 738 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Financial Plan Inc held 19,275 shares of iShares 0-1 Year Treasury Bond ETF worth $2.13M as of Q1 2026.
  • Financial Plan Inc sold 667 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $73.5K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.23% of Financial Plan Inc's portfolio in Q1 2026, its #35 holding.
  • Financial Plan Inc first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Financial Plan Inc's iShares 0-1 Year Treasury Bond ETF position peaked at $2.2M in Q4 2025.
  • 738 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.