Kelleher Financial Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Kelleher Financial Advisors’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	$3.42M	Buy	30,984 +1,366	+5%	+$151K	0.49%	46
2026 Q1	$3.27M	Buy	29,618 +27,131	+1,091%	+$2.99M	0.83%	24
2025 Q4	$274K	Buy	2,487 +1,175	+90%	+$130K	0.06%	177
2025 Q3	$145K	Sell	1,312 -26,044	-95%	-$2.87M	0.04%	213
2025 Q2	$3.02M	Buy	27,356 +6,109	+29%	+$674K	1.05%	18
2025 Q1	$2.35M	Buy	+21,247	New	+$2.34M	0.94%	21

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

Kelleher Financial Advisors's SHV Position: Q2 2026 in Review

Kelleher Financial Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 4.6% in Q2 2026, buying an estimated $151K and bringing the position to 30,984 shares worth $3.42M. The position accounts for 0.49% of the portfolio, ranked #46.

Kelleher Financial Advisors first reported a position in SHV in Q1 2025 and has held it in 6 quarters since. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Kelleher Financial Advisors held 30,984 shares of iShares 0-1 Year Treasury Bond ETF worth $3.42M as of Q2 2026.
Kelleher Financial Advisors bought 1,366 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $151K.
iShares 0-1 Year Treasury Bond ETF made up 0.49% of Kelleher Financial Advisors's portfolio in Q2 2026, its #46 holding.
Kelleher Financial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.