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 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 $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Insight Wealth Partners's SHV Position: Q1 2026 in Review

Insight Wealth Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 28% in Q1 2026, selling an estimated $223K and leaving 5,261 shares worth $581K. The position accounts for 0.08% of the portfolio, ranked #77.

Insight Wealth Partners first reported a position in SHV in Q3 2022 and has held it in 6 quarters since. The position peaked at $902K in Q3 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Insight Wealth Partners held 5,261 shares of iShares 0-1 Year Treasury Bond ETF worth $581K as of Q1 2026.
Insight Wealth Partners sold 2,025 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $223K.
iShares 0-1 Year Treasury Bond ETF made up 0.08% of Insight Wealth Partners's portfolio in Q1 2026, its #77 holding.
Insight Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and has held it in 6 quarters since.
Insight Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $902K in Q3 2025.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.