Impact Partnership Wealth’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Impact Partnership Wealth’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	$2.78M	Sell	25,228 -983	-4%	-$108K	0.27%	48
2026 Q1	$2.89M	Sell	26,211 -3,190	-11%	-$352K	0.36%	37
2025 Q4	$3.24M	Buy	29,401 +3,137	+12%	+$346K	0.42%	29
2025 Q3	$2.9M	Sell	26,264 -725	-3%	-$80K	0.43%	30
2025 Q2	$2.98M	Buy	26,989 +4,374	+19%	+$482K	0.55%	27
2025 Q1	$2.5M	Buy	22,615 +7,816	+53%	+$862K	0.53%	25
2024 Q4	$1.63M	Sell	14,799 -848	-5%	-$93.5K	0.33%	33
2024 Q3	$1.73M	Buy	15,647 +353	+2%	+$39K	0.39%	29
2024 Q2	$1.69M	Buy	15,294 +13,726	+875%	+$1.51M	0.44%	29
2024 Q1	$173K	Sell	1,568 -1,687	-52%	-$186K	0.07%	198
2023 Q4	$358K	Sell	3,255 -4,909	-60%	-$541K	0.13%	106
2023 Q3	$902K	Sell	8,164 -568	-7%	-$62.6K	0.28%	39
2023 Q2	$964K	Buy	+8,732	New	+$963K	0.34%	27

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

Impact Partnership Wealth's SHV Position: Q2 2026 in Review

Impact Partnership Wealth reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3.8% in Q2 2026, selling an estimated $108K and leaving 25,228 shares worth $2.78M. The position accounts for 0.27% of the portfolio, ranked #48.

Impact Partnership Wealth first reported a position in SHV in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.24M in Q4 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Impact Partnership Wealth held 25,228 shares of iShares 0-1 Year Treasury Bond ETF worth $2.78M as of Q2 2026.
Impact Partnership Wealth sold 983 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $108K.
iShares 0-1 Year Treasury Bond ETF made up 0.27% of Impact Partnership Wealth's portfolio in Q2 2026, its #48 holding.
Impact Partnership Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Impact Partnership Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $3.24M in Q4 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.