First Heartland Consultants’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

First Heartland Consultants’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	$267K	Buy	2,421 +45	+2%	+$4.96K	0.02%	510
2026 Q2	$262K	Buy	+2,376	New	+$262K	0.02%	513
2025 Q4	–	Sell	-22,930	Closed	-$2.53M	–	561
2025 Q3	$2.53M	Sell	22,930 -7,250	-24%	-$800K	0.2%	100
2025 Q2	$3.33M	Buy	30,180 +7,171	+31%	+$791K	0.3%	79
2025 Q1	$2.54M	Buy	+23,009	New	+$2.54M	0.26%	85
2024 Q4	–	Sell	-12,175	Closed	-$1.35M	–	499
2024 Q3	$1.35M	Buy	+12,175	New	+$1.34M	0.14%	118
2023 Q4	–	Sell	-14,291	Closed	-$1.58M	–	378
2023 Q3	$1.58M	Buy	14,291 +458	+3%	+$50.5K	0.2%	111
2023 Q2	$1.53M	Sell	13,833 -25,937	-65%	-$2.86M	0.2%	110
2023 Q1	$4.39M	Buy	39,770 +28,872	+265%	+$3.18M	0.66%	36
2022 Q4	$1.2M	Buy	10,898 +2,168	+25%	+$238K	0.19%	117
2022 Q3	$960K	Buy	8,730 +230	+3%	+$25.3K	0.08%	129
2022 Q2	$935K	Buy	+8,500	New	+$936K	0.15%	123
2014 Q3	–	Sell	-4,236	Closed	-$467K	–	267
2014 Q2	$467K	Hold	4,236	–	–	0.21%	133
2014 Q1	$467K	Buy	+4,236	New	+$467K	0.23%	123

Other funds holding SHV

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

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return

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

Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

First Heartland Consultants's SHV Position: Q3 2026 in Review

First Heartland Consultants increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.9% in Q3 2026, buying an estimated $4.96K and bringing the position to 2,421 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #510.

First Heartland Consultants first reported a position in SHV in Q1 2014 and has held it in 14 quarters since. The position peaked at $4.39M in Q1 2023. 39 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

First Heartland Consultants held 2,421 shares of iShares 0-1 Year Treasury Bond ETF worth $267K as of Q3 2026.
First Heartland Consultants bought 45 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $4.96K.
iShares 0-1 Year Treasury Bond ETF made up 0.02% of First Heartland Consultants's portfolio in Q3 2026, its #510 holding.
First Heartland Consultants first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2014 and has held it in 14 quarters since.
First Heartland Consultants's iShares 0-1 Year Treasury Bond ETF position peaked at $4.39M in Q1 2023.
39 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.