Foster Group
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
Q3 		$678K Buy
6,148
+9
+0.1% +$992 0.02% 156
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Foster Group's SHV Position: Q3 2026 in Review

Foster Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.15% in Q3 2026, buying an estimated $992 and bringing the position to 6,148 shares worth $678K. The position accounts for 0.02% of the portfolio, ranked #156.

Foster Group first reported a position in SHV in Q1 2023 and has held it in 15 quarters since. The position peaked at $800K in Q2 2024. 132 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Foster Group held 6,148 shares of iShares 0-1 Year Treasury Bond ETF worth $678K as of Q3 2026.
  • Foster Group bought 9 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $992.
  • iShares 0-1 Year Treasury Bond ETF made up 0.02% of Foster Group's portfolio in Q3 2026, its #156 holding.
  • Foster Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • Foster Group's iShares 0-1 Year Treasury Bond ETF position peaked at $800K in Q2 2024.
  • 132 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.