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 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

First Heartland Consultants's SHV Position: Q2 2026 in Review

First Heartland Consultants opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 2,376 shares worth $262K. The stake represents 0.02% of the portfolio and ranks #513 among its holdings. This is a return to the name: First Heartland Consultants previously reported a position in SHV as recently as Q3 2025.

First Heartland Consultants first reported a position in SHV in Q1 2014 and has held it in 13 quarters since. The position peaked at $4.39M in Q1 2023. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

First Heartland Consultants held 2,376 shares of iShares 0-1 Year Treasury Bond ETF worth $262K as of Q2 2026.
iShares 0-1 Year Treasury Bond ETF was a new First Heartland Consultants position in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #513 holding.
First Heartland Consultants first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2014 and has held it in 13 quarters since.
First Heartland Consultants's iShares 0-1 Year Treasury Bond ETF position peaked at $4.39M in Q1 2023.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.