HWP
SHV icon

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
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% -$2.31K 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

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
CFC
Client First Capital San Diego, California $251M AUM 18.48% 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
CAG
Cypress Advisory Group Scottsdale, Arizona $129M AUM 10.74% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

Highline Wealth Partners's SHV Position: Q2 2026 in Review

Highline Wealth Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.75% in Q2 2026, selling an estimated $331 and leaving 399 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #246.

Highline Wealth Partners first reported a position in SHV in Q4 2022 and has held it in 15 quarters since. The position peaked at $292K in Q4 2022. 127 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Highline Wealth Partners held 399 shares of iShares 0-1 Year Treasury Bond ETF worth $44K as of Q2 2026.
  • Highline Wealth Partners sold 3 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $331.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #246 holding.
  • Highline Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Highline Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $292K in Q4 2022.
  • 127 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.