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 Q3	$435K	Sell	3,941 -1,675	-30%	-$185K	0.06%	88
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

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

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

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

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

Insight Wealth Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 30% in Q3 2026, selling an estimated $185K and leaving 3,941 shares worth $435K. The position accounts for 0.06% of the portfolio, ranked #88.

Insight Wealth Partners first reported a position in SHV in Q3 2022 and has held it in 8 quarters since. The position peaked at $902K in Q3 2025. 252 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Insight Wealth Partners held 3,941 shares of iShares 0-1 Year Treasury Bond ETF worth $435K as of Q3 2026.
Insight Wealth Partners sold 1,675 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $185K.
iShares 0-1 Year Treasury Bond ETF made up 0.06% of Insight Wealth Partners's portfolio in Q3 2026, its #88 holding.
Insight Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and has held it in 8 quarters since.
Insight Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $902K in Q3 2025.
252 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.