FF
SHV icon

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

Friedenthal Financial’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 		$94.9K Sell
860
-223
-21% -$24.6K 0.04% 131
2026
Q1 		$120K Buy
1,083
+682
+170% +$75.2K 0.06% 130
2025
Q4 		$44.2K Sell
401
-147
-27% -$16.2K 0.02% 153
2025
Q3 		$60.5K Buy
548
+18
+3% +$1.99K 0.03% 147
2025
Q2 		$58.5K Sell
530
-93
-15% -$10.3K 0.03% 144
2025
Q1 		$68.8K Sell
623
-20
-3% -$2.21K 0.04% 138
2024
Q4 		$70.8K Sell
643
-622
-49% -$68.6K 0.04% 131
2024
Q3 		$140K Sell
1,265
-16
-1% -$1.77K 0.08% 114
2024
Q2 		$142K Sell
1,281
-916
-42% -$101K 0.09% 110
2024
Q1 		$243K Buy
2,197
+246
+13% +$27.1K 0.15% 102
2023
Q4 		$215K Buy
+1,951
New +$215K 0.14% 100
2019
Q1 		– Sell
-21,631
Closed -$2.39M – 62
2018
Q4 		$2.39M Buy
+21,631
New +$2.39M 2.23% 15

Other funds holding SHV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
AZ
Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return
LAS
Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SCA
Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

Friedenthal Financial's SHV Position: Q2 2026 in Review

Friedenthal Financial reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 21% in Q2 2026, selling an estimated $24.6K and leaving 860 shares worth $94.9K. The position accounts for 0.04% of the portfolio, ranked #131.

Friedenthal Financial first reported a position in SHV in Q4 2018 and has held it in 12 quarters since. The position peaked at $2.39M in Q4 2018. 158 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Friedenthal Financial held 860 shares of iShares 0-1 Year Treasury Bond ETF worth $94.9K as of Q2 2026.
  • Friedenthal Financial sold 223 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $24.6K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.04% of Friedenthal Financial's portfolio in Q2 2026, its #131 holding.
  • Friedenthal Financial first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and has held it in 12 quarters since.
  • Friedenthal Financial's iShares 0-1 Year Treasury Bond ETF position peaked at $2.39M in Q4 2018.
  • 158 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.