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SHV icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Foundry Financial Group's SHV Position: Q1 2026 in Review

Foundry Financial Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 6.1% in Q1 2026, buying an estimated $140K and bringing the position to 22,021 shares worth $2.43M. The position accounts for 1.21% of the portfolio, ranked #22.

Foundry Financial Group first reported a position in SHV in Q4 2023 and has held it in 10 quarters since. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Foundry Financial Group held 22,021 shares of iShares 0-1 Year Treasury Bond ETF worth $2.43M as of Q1 2026.
  • Foundry Financial Group bought 1,269 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $140K.
  • iShares 0-1 Year Treasury Bond ETF made up 1.21% of Foundry Financial Group's portfolio in Q1 2026, its #22 holding.
  • Foundry Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Foundry Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.