KPWG
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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
Q3 		$16.4M Sell
148,856
-1,632
-1% -$180K 3.86% 5
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

TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

KFA Private Wealth Group's SHV Position: Q3 2026 in Review

KFA Private Wealth Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.1% in Q3 2026, selling an estimated $180K and leaving 148,856 shares worth $16.4M. The position accounts for 3.86% of the portfolio, ranked #5.

KFA Private Wealth Group first reported a position in SHV in Q4 2019 and has held it in 28 quarters since. The position peaked at $24.1M in Q1 2024. 39 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • KFA Private Wealth Group held 148,856 shares of iShares 0-1 Year Treasury Bond ETF worth $16.4M as of Q3 2026.
  • KFA Private Wealth Group sold 1,632 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $180K.
  • iShares 0-1 Year Treasury Bond ETF made up 3.86% of KFA Private Wealth Group's portfolio in Q3 2026, its #5 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 28 quarters since.
  • KFA Private Wealth Group's iShares 0-1 Year Treasury Bond ETF position peaked at $24.1M in Q1 2024.
  • 39 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.