Key Financial Inc’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Key Financial Inc’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	$2.83K	Hold	26	–	–	﹤0.01%	1106
2026 Q1	$2.83K	Sell	26 -98	-79%	-$10.8K	﹤0.01%	1132
2025 Q4	$13.6K	Hold	124	–	–	﹤0.01%	806
2025 Q3	$13.6K	Buy	124 +13	+12%	+$1.43K	﹤0.01%	796
2025 Q2	$12.3K	Buy	111 +3	+3%	+$331	﹤0.01%	795
2025 Q1	$11.9K	Hold	108	–	–	﹤0.01%	778
2024 Q4	$11.9K	Hold	108	–	–	﹤0.01%	779
2024 Q3	$11.9K	Hold	108	–	–	﹤0.01%	747
2024 Q2	$11.9K	Hold	108	–	–	﹤0.01%	734
2024 Q1	$11.9K	Hold	108	–	–	﹤0.01%	709
2023 Q4	$11.9K	Hold	108	–	–	﹤0.01%	696
2023 Q3	$11.9K	Hold	108	–	–	﹤0.01%	668
2023 Q2	$11.9K	Buy	108 +95	+731%	+$10.5K	﹤0.01%	678
2023 Q1	$1.44K	Hold	13	–	–	﹤0.01%	992
2022 Q4	$1.43K	Hold	13	–	–	﹤0.01%	994
2022 Q3	$1K	Buy	+13	New	+$1.43K	﹤0.01%	1071

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

Key Financial Inc's SHV Position: Q2 2026 in Review

Key Financial Inc held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 26 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Key Financial Inc first reported a position in SHV in Q3 2022 and has held it in 16 quarters since. The position peaked at $13.6K in Q4 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Key Financial Inc held 26 shares of iShares 0-1 Year Treasury Bond ETF worth $2.83K as of Q2 2026.
Key Financial Inc left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1106 holding.
Key Financial Inc first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
Key Financial Inc's iShares 0-1 Year Treasury Bond ETF position peaked at $13.6K in Q4 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.