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 Q3	$2.16M	Buy	19,567 +4,603	+31%	+$507K	0.57%	31
2026 Q2	$1.65M	Buy	14,964 +588	+4%	+$64.8K	0.44%	32
2026 Q1	$1.59M	Sell	14,376 -2,232	-13%	-$246K	0.55%	29
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return

Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Kings Path Partners's SHV Position: Q3 2026 in Review

Kings Path Partners increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 31% in Q3 2026, buying an estimated $507K and bringing the position to 19,567 shares worth $2.16M. The position accounts for 0.57% of the portfolio, ranked #31.

Kings Path Partners first reported a position in SHV in Q2 2024 and has held it in 10 quarters since. 190 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Kings Path Partners held 19,567 shares of iShares 0-1 Year Treasury Bond ETF worth $2.16M as of Q3 2026.
Kings Path Partners bought 4,603 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $507K.
iShares 0-1 Year Treasury Bond ETF made up 0.57% of Kings Path Partners's portfolio in Q3 2026, its #31 holding.
Kings Path Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2024 and has held it in 10 quarters since.
190 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.