Kingsview Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Kingsview Wealth Management’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	$894K	Buy	+8,098	New	+$893K	0.01%	783
2022 Q3	–	Sell	-3,282	Closed	-$361K	–	875
2022 Q2	$361K	Sell	3,282 -45	-1%	-$4.96K	0.02%	605
2022 Q1	$367K	Sell	3,327 -627	-16%	-$69.2K	0.02%	650
2021 Q4	$437K	Sell	3,954 -51	-1%	-$5.63K	0.02%	614
2021 Q3	$442K	Sell	4,005 -25,332	-86%	-$2.8M	0.02%	581
2021 Q2	$3.24M	Buy	29,337 +6,860	+31%	+$758K	0.16%	143
2021 Q1	$2.48M	Buy	22,477 +1,312	+6%	+$145K	0.14%	158
2020 Q4	$2.34M	Buy	21,165 +8,926	+73%	+$987K	0.17%	137
2020 Q3	$1.35M	Buy	12,239 +3,952	+48%	+$438K	0.12%	179
2020 Q2	$918K	Buy	8,287 +5,990	+261%	+$664K	0.09%	217
2020 Q1	$255K	Buy	2,297 +382	+20%	+$42.3K	0.03%	387
2019 Q4	$212K	Sell	1,915 -2,203	-53%	-$244K	0.03%	436
2019 Q3	$456K	Buy	4,118 +2,111	+105%	+$233K	0.07%	272
2019 Q2	$222K	Buy	+2,007	New	+$222K	0.04%	376

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

Kingsview Wealth Management's SHV Position: Q2 2026 in Review

Kingsview Wealth Management opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 8,098 shares worth $894K. The stake represents 0.01% of the portfolio and ranks #783 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in SHV as recently as Q2 2022.

Kingsview Wealth Management first reported a position in SHV in Q2 2019 and has held it in 14 quarters since. The position peaked at $3.24M in Q2 2021. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Kingsview Wealth Management held 8,098 shares of iShares 0-1 Year Treasury Bond ETF worth $894K as of Q2 2026.
iShares 0-1 Year Treasury Bond ETF was a new Kingsview Wealth Management position in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #783 holding.
Kingsview Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2019 and has held it in 14 quarters since.
Kingsview Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $3.24M in Q2 2021.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.