Fountainhead AM’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Fountainhead AM’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	$192K	Sell	1,741 -1,571	-47%	-$173K	0.14%	97
2026 Q1	$366K	Buy	3,312 +389	+13%	+$42.9K	0.33%	56
2025 Q4	$322K	Sell	2,923 -38,716	-93%	-$4.27M	0.48%	43
2025 Q3	$4.6M	Buy	41,639 +3,499	+9%	+$386K	0.6%	29
2025 Q2	$4.21M	Buy	38,140 +2,813	+8%	+$310K	0.61%	30
2025 Q1	$3.9M	Buy	35,327 +33	+0.1%	+$3.64K	0.63%	26
2024 Q4	$3.89M	Buy	35,294 +7,202	+26%	+$794K	0.71%	26
2024 Q3	$3.11M	Sell	28,092 -649	-2%	-$71.6K	0.65%	25
2024 Q2	$3.18M	Sell	28,741 -1,551	-5%	-$171K	0.75%	22
2024 Q1	$3.35M	Buy	30,292 +1,616	+6%	+$178K	0.82%	22
2023 Q4	$3.16M	Sell	28,676 -1,126	-4%	-$124K	0.87%	22
2023 Q3	$3.29M	Buy	29,802 +7,237	+32%	+$798K	1.15%	20
2023 Q2	$2.49M	Buy	+22,565	New	+$2.49M	0.89%	21

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

Fountainhead AM's SHV Position: Q2 2026 in Review

Fountainhead AM reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 47% in Q2 2026, selling an estimated $173K and leaving 1,741 shares worth $192K. The position accounts for 0.14% of the portfolio, ranked #97.

Fountainhead AM first reported a position in SHV in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.6M in Q3 2025. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Fountainhead AM held 1,741 shares of iShares 0-1 Year Treasury Bond ETF worth $192K as of Q2 2026.
Fountainhead AM sold 1,571 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $173K.
iShares 0-1 Year Treasury Bond ETF made up 0.14% of Fountainhead AM's portfolio in Q2 2026, its #97 holding.
Fountainhead AM first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Fountainhead AM's iShares 0-1 Year Treasury Bond ETF position peaked at $4.6M in Q3 2025.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.