Fonville Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Fonville Wealth Management’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	$1.23M	Sell	11,133 -773	-6%	-$85.2K	0.2%	66
2026 Q1	$1.31M	Sell	11,906 -1,015	-8%	-$112K	0.25%	61
2025 Q4	$1.42M	Sell	12,921 -1,092	-8%	-$120K	0.29%	59
2025 Q3	$1.55M	Buy	14,013 +660	+5%	+$72.8K	0.35%	49
2025 Q2	$1.47M	Sell	13,353 -3,251	-20%	-$358K	0.37%	48
2025 Q1	$1.83M	Buy	16,604 +8,806	+113%	+$971K	0.54%	42
2024 Q4	$859K	Buy	7,798 +4,003	+105%	+$441K	0.28%	59
2024 Q3	$420K	Buy	3,795 +1,195	+46%	+$132K	0.15%	75
2024 Q2	$287K	Buy	2,600 +191	+8%	+$21.1K	0.11%	81
2024 Q1	$266K	Buy	2,409 +187	+8%	+$20.6K	0.12%	80
2023 Q4	$245K	Buy	+2,222	New	+$245K	0.13%	75

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

Fonville Wealth Management's SHV Position: Q2 2026 in Review

Fonville Wealth Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 6.5% in Q2 2026, selling an estimated $85.2K and leaving 11,133 shares worth $1.23M. The position accounts for 0.2% of the portfolio, ranked #66.

Fonville Wealth Management first reported a position in SHV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.83M in Q1 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Fonville Wealth Management held 11,133 shares of iShares 0-1 Year Treasury Bond ETF worth $1.23M as of Q2 2026.
Fonville Wealth Management sold 773 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $85.2K.
iShares 0-1 Year Treasury Bond ETF made up 0.2% of Fonville Wealth Management's portfolio in Q2 2026, its #66 holding.
Fonville Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Fonville Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $1.83M in Q1 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.