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

Finley Financial’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	$348K	Sell	3,150 -2,140	-40%	-$236K	0.14%	56
2026 Q1	$584K	Sell	5,290 -1,090	-17%	-$120K	0.27%	43
2025 Q4	$703K	Sell	6,380 -305	-5%	-$33.6K	0.32%	40
2025 Q3	$739K	Sell	6,685 -100	-1%	-$11K	0.34%	37
2025 Q2	$749K	Sell	6,785 -600	-8%	-$66.2K	0.38%	39
2025 Q1	$816K	Sell	7,385 -2,344	-24%	-$259K	0.45%	35
2024 Q4	$1.07M	Buy	+9,729	New	+$1.07M	0.56%	31

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Finley Financial's SHV Position: Q2 2026 in Review

Finley Financial reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 40% in Q2 2026, selling an estimated $236K and leaving 3,150 shares worth $348K. The position accounts for 0.14% of the portfolio, ranked #56.

Finley Financial first reported a position in SHV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.07M in Q4 2024. 469 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Finley Financial held 3,150 shares of iShares 0-1 Year Treasury Bond ETF worth $348K as of Q2 2026.
Finley Financial sold 2,140 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $236K.
iShares 0-1 Year Treasury Bond ETF made up 0.14% of Finley Financial's portfolio in Q2 2026, its #56 holding.
Finley Financial first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Finley Financial's iShares 0-1 Year Treasury Bond ETF position peaked at $1.07M in Q4 2024.
469 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.