Highline Wealth Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Highline Wealth 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 Q3	$41.6K	Sell	377 -22	-6%	-$2.42K	0.01%	283
2026 Q2	$44K	Sell	399 -3	-0.7%	-$331	0.01%	246
2026 Q1	$44.4K	Hold	402	–	–	0.01%	186
2025 Q4	$44.3K	Sell	402 -113	-22%	-$12.5K	0.01%	145
2025 Q3	$56.9K	Buy	515 +402	+356%	+$44.3K	0.02%	155
2025 Q2	$12.5K	Hold	113	–	–	﹤0.01%	302
2025 Q1	$12.5K	Hold	113	–	–	﹤0.01%	274
2024 Q4	$12.4K	Hold	113	–	–	﹤0.01%	220
2024 Q3	$12.5K	Hold	113	–	–	﹤0.01%	229
2024 Q2	$12.5K	Hold	113	–	–	﹤0.01%	200
2024 Q1	$12.5K	Sell	113 -652	-85%	-$71.9K	0.01%	210
2023 Q4	$84.2K	Sell	765 -21	-3%	-$2.32K	0.04%	114
2023 Q3	$86.9K	Sell	786 -682	-46%	-$75.2K	0.05%	103
2023 Q2	$162K	Sell	1,468 -777	-35%	-$85.7K	0.1%	90
2023 Q1	$248K	Sell	2,245 -415	-16%	-$45.7K	0.17%	81
2022 Q4	$292K	Buy	+2,660	New	+$292K	0.22%	82

Other funds holding SHV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return

Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Highline Wealth Partners's SHV Position: Q3 2026 in Review

Highline Wealth Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 5.5% in Q3 2026, selling an estimated $2.42K and leaving 377 shares worth $41.6K. The position accounts for 0.01% of the portfolio, ranked #283.

Highline Wealth Partners first reported a position in SHV in Q4 2022 and has held it in 16 quarters since. The position peaked at $292K in Q4 2022. 280 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Highline Wealth Partners held 377 shares of iShares 0-1 Year Treasury Bond ETF worth $41.6K as of Q3 2026.
Highline Wealth Partners sold 22 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $2.42K.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #283 holding.
Highline Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 16 quarters since.
Highline Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $292K in Q4 2022.
280 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.