KFGG
SHV icon

Keystone Financial Group (Georgia)’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Keystone Financial Group (Georgia)’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 		$14.2K Sell
129
-33,151
-100% -$3.65M 0.01% 108
2026
Q1 		$3.67M Buy
33,280
+131
+0.4% +$14.4K 1.91% 15
2025
Q4 		$3.65M Sell
33,149
-801
-2% -$88.3K 1.91% 15
2025
Q3 		$3.75M Sell
33,950
-5,257
-13% -$580K 2.11% 15
2025
Q2 		$4.32M Sell
39,207
-780
-2% -$86K 2.75% 10
2025
Q1 		$4.4M Sell
39,987
-4,471
-10% -$493K 3.1% 7
2024
Q4 		$4.9M Buy
+44,458
New +$4.9M 3.96% 6

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TA
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OC
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HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
AZ
Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return
LAS
Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return

Keystone Financial Group (Georgia)'s SHV Position: Q2 2026 in Review

Keystone Financial Group (Georgia) reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 100% in Q2 2026, selling an estimated $3.65M and leaving 129 shares worth $14.2K. The position accounts for 0.01% of the portfolio, ranked #108.

Keystone Financial Group (Georgia) first reported a position in SHV in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.9M in Q4 2024. 236 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Keystone Financial Group (Georgia) held 129 shares of iShares 0-1 Year Treasury Bond ETF worth $14.2K as of Q2 2026.
  • Keystone Financial Group (Georgia) sold 33,151 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.65M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #108 holding.
  • Keystone Financial Group (Georgia) first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Keystone Financial Group (Georgia)'s iShares 0-1 Year Treasury Bond ETF position peaked at $4.9M in Q4 2024.
  • 236 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.