Focus Partners Wealth
SHV icon

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

Focus Partners Wealth’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 		$26.6M Sell
240,783
-116,378
-33% -$12.8M 0.03% 446
2026
Q1 		$39.4M Sell
357,161
-7,538
-2% -$831K 0.04% 341
2025
Q4 		$40.2M Buy
364,699
+144,443
+66% +$15.9M 0.05% 336
2025
Q3 		$24.3M Sell
220,256
-8,257
-4% -$911K 0.04% 354
2025
Q2 		$25.2M Buy
228,513
+23,044
+11% +$2.54M 0.05% 307
2025
Q1 		$22.7M Buy
205,469
+4,704
+2% +$519K 0.06% 297
2024
Q4 		$22.1M Buy
200,765
+36,317
+22% +$4M 0.06% 306
2024
Q3 		$18.2M Buy
164,448
+150,042
+1,042% +$16.6M 0.06% 297
2024
Q2 		$1.59M Buy
14,406
+10,789
+298% +$1.19M 0.01% 698
2024
Q1 		$400K Buy
3,617
+43
+1% +$4.74K ﹤0.01% 766
2023
Q4 		$394K Buy
+3,574
New +$394K 0.01% 620

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth's SHV Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 33% in Q2 2026, selling an estimated $12.8M and leaving 240,783 shares worth $26.6M. The position accounts for 0.03% of the portfolio, ranked #446.

Focus Partners Wealth first reported a position in SHV in Q4 2023 and has held it in 11 quarters since. The position peaked at $40.2M in Q4 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Focus Partners Wealth held 240,783 shares of iShares 0-1 Year Treasury Bond ETF worth $26.6M as of Q2 2026.
  • Focus Partners Wealth sold 116,378 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $12.8M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.03% of Focus Partners Wealth's portfolio in Q2 2026, its #446 holding.
  • Focus Partners Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $40.2M in Q4 2025.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.