FG
SHV icon

Foster Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Foster Group’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 		$677K Buy
6,139
+180
+3% +$19.8K 0.02% 160
2026
Q1 		$658K Sell
5,959
-2
-0% -$221 0.02% 142
2025
Q4 		$657K Sell
5,961
-419
-7% -$46.2K 0.02% 141
2025
Q3 		$705K Buy
6,380
+882
+16% +$97.3K 0.02% 130
2025
Q2 		$607K Sell
5,498
-114
-2% -$12.6K 0.02% 130
2025
Q1 		$620K Buy
5,612
+419
+8% +$46.2K 0.02% 113
2024
Q4 		$572K Sell
5,193
-962
-16% -$106K 0.02% 113
2024
Q3 		$681K Sell
6,155
-1,086
-15% -$120K 0.03% 112
2024
Q2 		$800K Buy
7,241
+620
+9% +$68.4K 0.03% 99
2024
Q1 		$732K Sell
6,621
-54
-0.8% -$5.96K 0.04% 102
2023
Q4 		$737K Hold
6,675
– – 0.05% 86
2023
Q3 		$737K Buy
6,675
+150
+2% +$16.5K 0.05% 86
2023
Q2 		$721K Sell
6,525
-208
-3% -$22.9K 0.04% 88
2023
Q1 		$744K Buy
+6,733
New +$742K 0.05% 86

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

Foster Group's SHV Position: Q2 2026 in Review

Foster Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3% in Q2 2026, buying an estimated $19.8K and bringing the position to 6,139 shares worth $677K. The position accounts for 0.02% of the portfolio, ranked #160.

Foster Group first reported a position in SHV in Q1 2023 and has held it in 14 quarters since. The position peaked at $800K in Q2 2024. 123 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Foster Group held 6,139 shares of iShares 0-1 Year Treasury Bond ETF worth $677K as of Q2 2026.
  • Foster Group bought 180 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $19.8K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.02% of Foster Group's portfolio in Q2 2026, its #160 holding.
  • Foster Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Foster Group's iShares 0-1 Year Treasury Bond ETF position peaked at $800K in Q2 2024.
  • 123 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.