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

Insight 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	$620K	Buy	5,616 +355	+7%	+$39.1K	0.08%	76
2026 Q1	$581K	Sell	5,261 -2,025	-28%	-$223K	0.08%	77
2025 Q4	$803K	Sell	7,286 -877	-11%	-$96.7K	0.11%	65
2025 Q3	$902K	Buy	8,163 +611	+8%	+$67.4K	0.27%	56
2025 Q2	$834K	Buy	7,552 +198	+3%	+$21.8K	0.32%	50
2025 Q1	$812K	Buy	+7,354	New	+$811K	0.14%	51
2022 Q4	–	Sell	-2,228	Closed	-$245K	–	63
2022 Q3	$245K	Buy	+2,228	New	+$245K	0.23%	50

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

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

Insight Wealth Partners increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 6.7% in Q2 2026, buying an estimated $39.1K and bringing the position to 5,616 shares worth $620K. The position accounts for 0.08% of the portfolio, ranked #76.

Insight Wealth Partners first reported a position in SHV in Q3 2022 and has held it in 7 quarters since. The position peaked at $902K in Q3 2025. 723 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Insight Wealth Partners held 5,616 shares of iShares 0-1 Year Treasury Bond ETF worth $620K as of Q2 2026.
Insight Wealth Partners bought 355 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $39.1K.
iShares 0-1 Year Treasury Bond ETF made up 0.08% of Insight Wealth Partners's portfolio in Q2 2026, its #76 holding.
Insight Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and has held it in 7 quarters since.
Insight Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $902K in Q3 2025.
723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.