Focus Partners Advisor Solutions’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Focus Partners Advisor Solutions’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	$1.22M	Buy	11,022 +5,528	+101%	+$609K	0.01%	512
2026 Q1	$606K	Buy	5,494 +3	+0.1%	+$331	0.01%	723
2025 Q4	$605K	Sell	5,491 -6,377	-54%	-$703K	0.01%	662
2025 Q3	$1.31M	Buy	11,868 +4,273	+56%	+$471K	0.01%	439
2025 Q2	$839K	Sell	7,595 -14,029	-65%	-$1.55M	0.01%	499
2025 Q1	$2.39M	Sell	21,624 -1,965	-8%	-$217K	0.04%	231
2024 Q4	$2.6M	Buy	23,589 +20,378	+635%	+$2.25M	0.04%	188
2024 Q3	$355K	Buy	+3,211	New	+$354K	0.01%	522
2022 Q4	–	Sell	-2,017	Closed	-$222K	–	417
2022 Q3	$222K	Buy	+2,017	New	+$222K	0.01%	360

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

Focus Partners Advisor Solutions's SHV Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 101% in Q2 2026, buying an estimated $609K and bringing the position to 11,022 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #512.

Focus Partners Advisor Solutions first reported a position in SHV in Q3 2022 and has held it in 9 quarters since. The position peaked at $2.6M in Q4 2024. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Focus Partners Advisor Solutions held 11,022 shares of iShares 0-1 Year Treasury Bond ETF worth $1.22M as of Q2 2026.
Focus Partners Advisor Solutions bought 5,528 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $609K.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #512 holding.
Focus Partners Advisor Solutions first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and has held it in 9 quarters since.
Focus Partners Advisor Solutions's iShares 0-1 Year Treasury Bond ETF position peaked at $2.6M in Q4 2024.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.