FAM
SHV icon

Formidable Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Formidable Asset 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 		$4.17M Buy
37,790
+14,930
+65% +$1.65M 0.66% 27
2026
Q1 		$2.52M Buy
22,860
+15,995
+233% +$1.76M 0.39% 46
2025
Q4 		$759K Buy
6,865
+100
+1% +$11K 0.11% 183
2025
Q3 		$747K Sell
6,765
-50
-0.7% -$5.51K 0.12% 172
2025
Q2 		$753K Hold
6,815
– – 0.13% 152
2025
Q1 		$753K Buy
6,815
+2,605
+62% +$287K 0.13% 157
2024
Q4 		$464K Buy
+4,210
New +$464K 0.08% 238

Other funds holding SHV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SCA
Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
CAG
Cypress Advisory Group Scottsdale, Arizona $129M AUM 10.74% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

Formidable Asset Management's SHV Position: Q2 2026 in Review

Formidable Asset Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 65% in Q2 2026, buying an estimated $1.65M and bringing the position to 37,790 shares worth $4.17M. The position accounts for 0.66% of the portfolio, ranked #27.

Formidable Asset Management first reported a position in SHV in Q4 2024 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Formidable Asset Management held 37,790 shares of iShares 0-1 Year Treasury Bond ETF worth $4.17M as of Q2 2026.
  • Formidable Asset Management bought 14,930 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.65M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.66% of Formidable Asset Management's portfolio in Q2 2026, its #27 holding.
  • Formidable Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 123 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.