Founders Capital Management (Texas)’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Founders Capital Management (Texas)’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	$110	Hold	1	–	–	﹤0.01%	417
2026 Q1	$110	Hold	1	–	–	﹤0.01%	388
2025 Q4	$110	Buy	+1	New	+$110	﹤0.01%	404
2023 Q3	–	Sell	-1,093	Closed	-$121K	–	424
2023 Q2	$121K	Hold	1,093	–	–	0.09%	82
2023 Q1	$121K	Hold	1,093	–	–	0.09%	82
2022 Q4	$120K	Hold	1,093	–	–	0.09%	79
2022 Q3	$120K	Hold	1,093	–	–	0.1%	77
2022 Q2	$120K	Hold	1,093	–	–	0.09%	75
2022 Q1	$121K	Hold	1,093	–	–	0.08%	80
2021 Q4	$121K	Hold	1,093	–	–	0.08%	80
2021 Q3	$121K	Hold	1,093	–	–	0.08%	75
2021 Q2	$121K	Buy	1,093 +23	+2%	+$2.54K	0.08%	74
2021 Q1	$118K	Hold	1,070	–	–	0.08%	67
2020 Q4	$118K	Buy	+1,070	New	+$118K	0.08%	70
2020 Q1	$119K	Hold	1,070	–	–	0.12%	57
2019 Q4	$118K	Hold	1,070	–	–	0.09%	69
2019 Q3	$118K	Hold	1,070	–	–	0.09%	69
2019 Q2	$118K	Hold	1,070	–	–	0.1%	70
2019 Q1	$118K	Hold	1,070	–	–	0.11%	72
2018 Q4	$118K	Hold	1,070	–	–	0.13%	73
2018 Q3	$118K	Hold	1,070	–	–	0.1%	81
2018 Q2	$118K	Hold	1,070	–	–	0.1%	83
2018 Q1	$118K	Hold	1,070	–	–	0.1%	96
2017 Q4	$118K	Hold	1,070	–	–	0.1%	100
2017 Q3	$118K	Hold	1,070	–	–	0.1%	102
2017 Q2	$118K	Hold	1,070	–	–	0.1%	102
2017 Q1	$118K	Buy	+1,070	New	+$118K	0.11%	100

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

Founders Capital Management (Texas)'s SHV Position: Q2 2026 in Review

Founders Capital Management (Texas) held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 1 share worth $110. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Founders Capital Management (Texas) first reported a position in SHV in Q1 2017 and has held it in 27 quarters since. The position peaked at $121K in Q1 2023. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Founders Capital Management (Texas) held 1 share of iShares 0-1 Year Treasury Bond ETF worth $110 as of Q2 2026.
Founders Capital Management (Texas) left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #417 holding.
Founders Capital Management (Texas) first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2017 and has held it in 27 quarters since.
Founders Capital Management (Texas)'s iShares 0-1 Year Treasury Bond ETF position peaked at $121K in Q1 2023.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.