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

Gryphon Financial 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	$722K	Hold	6,540	–	–	0.06%	184
2026 Q1	$722K	Hold	6,540	–	–	0.07%	177
2025 Q4	$720K	Hold	6,540	–	–	0.08%	168
2025 Q3	$723K	Hold	6,540	–	–	0.08%	158
2025 Q2	$722K	Hold	6,540	–	–	0.09%	143
2025 Q1	$722K	Sell	6,540 -113	-2%	-$12.5K	0.1%	126
2024 Q4	$733K	Sell	6,653 -55	-0.8%	-$6.07K	0.1%	113
2024 Q3	$742K	Buy	6,708 +48	+0.7%	+$5.3K	0.1%	125
2024 Q2	$736K	Buy	6,660 +120	+2%	+$13.2K	0.11%	107
2024 Q1	$723K	Sell	6,540 -160	-2%	-$17.7K	0.12%	111
2023 Q4	$738K	Sell	6,700 -64	-0.9%	-$7.05K	0.13%	113
2023 Q3	$747K	Buy	+6,764	New	+$746K	0.17%	65

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

Gryphon Financial Partners's SHV Position: Q2 2026 in Review

Gryphon Financial Partners held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 6,540 shares worth $722K. The position accounts for 0.06% of the portfolio, ranked #184.

Gryphon Financial Partners first reported a position in SHV in Q3 2023 and has held it in 12 quarters since. The position peaked at $747K in Q3 2023. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Gryphon Financial Partners held 6,540 shares of iShares 0-1 Year Treasury Bond ETF worth $722K as of Q2 2026.
Gryphon Financial Partners left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.06% of Gryphon Financial Partners's portfolio in Q2 2026, its #184 holding.
Gryphon Financial Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Gryphon Financial Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $747K in Q3 2023.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.