Founders Grove Wealth Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Founders Grove Wealth Partners’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 Q1	$1.17M	Sell	10,625 -185	-2%	-$20.4K	0.27%	72
2025 Q4	$1.19M	Buy	10,810 +2,847	+36%	+$314K	0.27%	74
2025 Q3	$880K	Buy	7,963 +5,951	+296%	+$656K	0.21%	83
2025 Q2	$222K	Buy	+2,012	New	+$222K	0.06%	121

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Founders Grove Wealth Partners's SHV Position: Q1 2026 in Review

Founders Grove Wealth Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.7% in Q1 2026, selling an estimated $20.4K and leaving 10,625 shares worth $1.17M. The position accounts for 0.27% of the portfolio, ranked #72.

Founders Grove Wealth Partners first reported a position in SHV in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.19M in Q4 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Founders Grove Wealth Partners held 10,625 shares of iShares 0-1 Year Treasury Bond ETF worth $1.17M as of Q1 2026.
Founders Grove Wealth Partners sold 185 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $20.4K.
iShares 0-1 Year Treasury Bond ETF made up 0.27% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #72 holding.
Founders Grove Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
Founders Grove Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $1.19M in Q4 2025.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.