Kings Path Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Kings Path Partners’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	$1.65M	Sell	14,964 -1,644	-10%	-$181K	0.44%	32
2026 Q1	$1.83M	Hold	16,608	–	–	0.64%	26
2025 Q4	$1.83M	Buy	16,608 +3,703	+29%	+$408K	0.64%	26
2025 Q3	$1.43M	Sell	12,905 -193	-1%	-$21.3K	0.53%	30
2025 Q2	$1.45M	Sell	13,098 -1,437	-10%	-$158K	0.58%	29
2025 Q1	$1.61M	Buy	14,535 +1,017	+8%	+$112K	0.79%	27
2024 Q4	$1.49M	Buy	13,518 +534	+4%	+$58.9K	0.64%	31
2024 Q3	$1.44M	Buy	12,984 +1,316	+11%	+$145K	0.6%	36
2024 Q2	$1.29M	Buy	+11,668	New	+$1.29M	0.61%	39

Other funds holding SHV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

HAFG

Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCA

Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

Kings Path Partners's SHV Position: Q2 2026 in Review

Kings Path Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 9.9% in Q2 2026, selling an estimated $181K and leaving 14,964 shares worth $1.65M. The position accounts for 0.44% of the portfolio, ranked #32.

Kings Path Partners first reported a position in SHV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.83M in Q1 2026. 158 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Kings Path Partners held 14,964 shares of iShares 0-1 Year Treasury Bond ETF worth $1.65M as of Q2 2026.
Kings Path Partners sold 1,644 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $181K.
iShares 0-1 Year Treasury Bond ETF made up 0.44% of Kings Path Partners's portfolio in Q2 2026, its #32 holding.
Kings Path Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Kings Path Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $1.83M in Q1 2026.
158 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.