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KFA Private Wealth Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

KFA Private Wealth Group’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 		$16.6M Sell
150,488
-7,927
-5% -$874K 4% 4
2026
Q1 		$17.5M Buy
158,415
+320
+0.2% +$35.3K 4.2% 4
2025
Q4 		$17.4M Buy
158,095
+54,724
+53% +$6.03M 4.24% 4
2025
Q3 		$11.4M Buy
103,371
+5,532
+6% +$610K 3.26% 6
2025
Q2 		$10.8M Buy
97,839
+11,252
+13% +$1.24M 3.35% 5
2025
Q1 		$9.56M Buy
86,587
+2,084
+2% +$230K 3.35% 5
2024
Q4 		$9.3M Sell
84,503
-8,450
-9% -$932K 3.9% 4
2024
Q3 		$10.3M Sell
92,953
-25,585
-22% -$2.82M 4.91% 4
2024
Q2 		$13.1M Sell
118,538
-99,553
-46% -$11M 6.78% 3
2024
Q1 		$24.1M Buy
218,091
+12,327
+6% +$1.36M 7.48% 4
2023
Q4 		$22.7M Buy
205,764
+37,812
+23% +$4.17M 8.12% 3
2023
Q3 		$18.6M Buy
167,952
+5,773
+4% +$636K 7.71% 3
2023
Q2 		$17.9M Buy
162,179
+89,080
+122% +$9.82M 7.43% 4
2023
Q1 		$8.08M Buy
73,099
+5,531
+8% +$609K 3.68% 9
2022
Q4 		$7.43M Buy
67,568
+195
+0.3% +$21.4K 3.79% 9
2022
Q3 		$7.41M Buy
67,373
+378
+0.6% +$41.6K 3.94% 9
2022
Q2 		$7.38M Buy
66,995
+7,571
+13% +$834K 4.08% 8
2022
Q1 		$6.55M Buy
59,424
+529
+0.9% +$58.4K 3.28% 9
2021
Q4 		$6.5M Sell
58,895
-1,699
-3% -$188K 3.23% 10
2021
Q3 		$6.69M Sell
60,594
-2,625
-4% -$290K 3.66% 8
2021
Q2 		$6.99M Buy
63,219
+330
+0.5% +$36.5K 3.81% 8
2021
Q1 		$6.95M Sell
62,889
-1,320
-2% -$146K 4.05% 8
2020
Q4 		$7.1M Buy
64,209
+5,805
+10% +$642K 4.51% 6
2020
Q3 		$6.46M Buy
58,404
+4,490
+8% +$497K 4.85% 4
2020
Q2 		$5.97M Buy
53,914
+27,866
+107% +$3.09M 5.74% 4
2020
Q1 		$2.89M Buy
26,048
+5,973
+30% +$661K 3.42% 8
2019
Q4 		$2.22M Buy
+20,075
New +$2.22M 2.04% 9

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KFA Private Wealth Group's SHV Position: Q2 2026 in Review

KFA Private Wealth Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 5% in Q2 2026, selling an estimated $874K and leaving 150,488 shares worth $16.6M. The position accounts for 4% of the portfolio, ranked #4.

KFA Private Wealth Group first reported a position in SHV in Q4 2019 and has held it in 27 quarters since. The position peaked at $24.1M in Q1 2024. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • KFA Private Wealth Group held 150,488 shares of iShares 0-1 Year Treasury Bond ETF worth $16.6M as of Q2 2026.
  • KFA Private Wealth Group sold 7,927 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $874K.
  • iShares 0-1 Year Treasury Bond ETF made up 4% of KFA Private Wealth Group's portfolio in Q2 2026, its #4 holding.
  • KFA Private Wealth Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • KFA Private Wealth Group's iShares 0-1 Year Treasury Bond ETF position peaked at $24.1M in Q1 2024.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.