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 Q2	$1.3M	Buy	11,791 +1,166	+11%	+$129K	0.26%	78
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 $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 Grove Wealth Partners's SHV Position: Q2 2026 in Review

Founders Grove Wealth Partners increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 11% in Q2 2026, buying an estimated $129K and bringing the position to 11,791 shares worth $1.3M. The position accounts for 0.26% of the portfolio, ranked #78.

Founders Grove Wealth Partners first reported a position in SHV in Q2 2025 and has held it in 5 quarters since. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Founders Grove Wealth Partners held 11,791 shares of iShares 0-1 Year Treasury Bond ETF worth $1.3M as of Q2 2026.
Founders Grove Wealth Partners bought 1,166 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $129K.
iShares 0-1 Year Treasury Bond ETF made up 0.26% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #78 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 5 quarters since.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.