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	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Kings Path Partners increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 4.1% in Q2 2026, buying an estimated $64.8K and bringing the position to 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 Q4 2025. 722 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 bought 588 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $64.8K.
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 Q4 2025.
722 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.