Founders Financial Securities’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Founders Financial Securities’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	–	Sell	-1,855	Closed	-$204K	–	574
2026 Q1	$204K	Sell	1,855 -575	-24%	-$63.4K	0.01%	510
2025 Q4	$268K	Buy	+2,430	New	+$268K	0.02%	498
2019 Q2	–	Sell	-33,624	Closed	-$3.72M	–	125
2019 Q1	$3.72M	Sell	33,624 -282,257	-89%	-$31.2M	1.18%	28
2018 Q4	$34.8M	Buy	315,881 +249,073	+373%	+$27.5M	12.63%	2
2018 Q3	$7.38M	Sell	66,808 -78,206	-54%	-$8.63M	2.05%	18
2018 Q2	$16M	Sell	145,014 -23,107	-14%	-$2.55M	4.93%	5
2018 Q1	$18.6M	Buy	+168,121	New	+$18.5M	6%	2
2016 Q1	–	Sell	-4,736	Closed	-$522K	–	76
2015 Q4	$522K	Buy	+4,736	New	+$522K	0.24%	42

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 Financial Securities's SHV Position: Q2 2026 in Review

Founders Financial Securities sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 1,855 shares — an estimated $204K sold.

Founders Financial Securities first reported a position in SHV in Q4 2015 and held it in 8 quarters. The position peaked at $34.8M in Q4 2018. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Founders Financial Securities reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Founders Financial Securities sold 1,855 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $204K.
Founders Financial Securities first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2015 and held it in 8 quarters.
Founders Financial Securities's iShares 0-1 Year Treasury Bond ETF position peaked at $34.8M in Q4 2018.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.