MFG
SHV icon

Magnus Financial Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Magnus Financial 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
Q2 		$295K Buy
2,671
+144
+6% +$15.9K 0.02% 313
2026
Q1 		$279K Buy
2,527
+501
+25% +$55.2K 0.02% 309
2025
Q4 		$223K Buy
+2,026
New +$223K 0.02% 385

Other funds holding SHV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
AZ
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

Magnus Financial Group's SHV Position: Q2 2026 in Review

Magnus Financial Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 5.7% in Q2 2026, buying an estimated $15.9K and bringing the position to 2,671 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #313.

Magnus Financial Group first reported a position in SHV in Q4 2025 and has held it in 3 quarters since. 236 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Magnus Financial Group held 2,671 shares of iShares 0-1 Year Treasury Bond ETF worth $295K as of Q2 2026.
  • Magnus Financial Group bought 144 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $15.9K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.02% of Magnus Financial Group's portfolio in Q2 2026, its #313 holding.
  • Magnus Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.