Forum Financial Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Forum Financial 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	$3.65M	Sell	33,062 -8,004	-19%	-$882K	0.05%	64
2026 Q1	$4.53M	Buy	41,066 +7,518	+22%	+$829K	0.06%	54
2025 Q4	$3.7M	Buy	33,548 +2,920	+10%	+$322K	0.05%	87
2025 Q3	$3.38M	Buy	30,628 +8,890	+41%	+$980K	0.05%	86
2025 Q2	$2.4M	Buy	21,738 +670	+3%	+$73.9K	0.04%	108
2025 Q1	$2.33M	Sell	21,068 -10,116	-32%	-$1.12M	0.04%	101
2024 Q4	$3.43M	Buy	31,184 +6,069	+24%	+$669K	0.06%	71
2024 Q3	$2.78M	Sell	25,115 -17,191	-41%	-$1.9M	0.05%	75
2024 Q2	$4.67M	Buy	42,306 +10,299	+32%	+$1.14M	0.08%	49
2024 Q1	$3.54M	Buy	32,007 +4,787	+18%	+$528K	0.06%	72
2023 Q4	$3M	Sell	27,220 -1,732	-6%	-$191K	0.06%	70
2023 Q3	$3.2M	Sell	28,952 -877	-3%	-$96.7K	0.07%	56
2023 Q2	$3.29M	Buy	29,829 +11,610	+64%	+$1.28M	0.07%	54
2023 Q1	$2.01M	Buy	+18,219	New	+$2.01M	0.06%	76

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

Forum Financial Management's SHV Position: Q2 2026 in Review

Forum Financial Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 19% in Q2 2026, selling an estimated $882K and leaving 33,062 shares worth $3.65M. The position accounts for 0.05% of the portfolio, ranked #64.

Forum Financial Management first reported a position in SHV in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.67M in Q2 2024. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Forum Financial Management held 33,062 shares of iShares 0-1 Year Treasury Bond ETF worth $3.65M as of Q2 2026.
Forum Financial Management sold 8,004 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $882K.
iShares 0-1 Year Treasury Bond ETF made up 0.05% of Forum Financial Management's portfolio in Q2 2026, its #64 holding.
Forum Financial Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
Forum Financial Management's iShares 0-1 Year Treasury Bond ETF position peaked at $4.67M in Q2 2024.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.