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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
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
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

Gryphon Financial Partners's SHV Position: Q1 2026 in Review

Gryphon Financial Partners held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q1 2026 at 6,540 shares worth $722K. The position accounts for 0.07% of the portfolio, ranked #177.

Gryphon Financial Partners first reported a position in SHV in Q3 2023 and has held it in 11 quarters since. The position peaked at $747K in Q3 2023. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Gryphon Financial Partners held 6,540 shares of iShares 0-1 Year Treasury Bond ETF worth $722K as of Q1 2026.
  • Gryphon Financial Partners left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.07% of Gryphon Financial Partners's portfolio in Q1 2026, its #177 holding.
  • Gryphon Financial Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • Gryphon Financial Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $747K in Q3 2023.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Gryphon Financial Partners's 13F filing for Q1 2026, filed 6 May 2026.