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Foundry Financial Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Foundry Financial 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
Q2 		$2.45M Buy
22,184
+163
+0.7% +$18K 1.06% 21
2026
Q1 		$2.43M Buy
22,021
+1,269
+6% +$140K 1.21% 22
2025
Q4 		$2.29M Buy
20,752
+3,073
+17% +$339K 1.14% 23
2025
Q3 		$1.95M Sell
17,679
-1,523
-8% -$168K 1.03% 24
2025
Q2 		$2.12M Buy
19,202
+2,439
+15% +$269K 1.21% 23
2025
Q1 		$1.85M Sell
16,763
-429
-2% -$47.3K 1.14% 25
2024
Q4 		$1.89M Buy
17,192
+3,933
+30% +$434K 1.17% 26
2024
Q3 		$1.47M Buy
13,259
+1,998
+18% +$220K 0.92% 24
2024
Q2 		$1.24M Buy
11,261
+2
+0% +$221 0.86% 26
2024
Q1 		$1.24M Buy
11,259
+204
+2% +$22.5K 0.89% 22
2023
Q4 		$1.22M Buy
+11,055
New +$1.22M 1.03% 21

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Foundry Financial Group's SHV Position: Q2 2026 in Review

Foundry Financial Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.74% in Q2 2026, buying an estimated $18K and bringing the position to 22,184 shares worth $2.45M. The position accounts for 1.06% of the portfolio, ranked #21.

Foundry Financial Group first reported a position in SHV in Q4 2023 and has held it in 11 quarters since. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Foundry Financial Group held 22,184 shares of iShares 0-1 Year Treasury Bond ETF worth $2.45M as of Q2 2026.
  • Foundry Financial Group bought 163 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $18K.
  • iShares 0-1 Year Treasury Bond ETF made up 1.06% of Foundry Financial Group's portfolio in Q2 2026, its #21 holding.
  • Foundry Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Foundry Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.