Main Street Financial Solutions’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Main Street Financial Solutions’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	$7.76M	Sell	70,323 -12,291	-15%	-$1.35M	0.5%	43
2026 Q1	$9.12M	Buy	82,614 +1,041	+1%	+$115K	0.66%	35
2025 Q4	$8.99M	Buy	81,573 +7,565	+10%	+$834K	0.67%	34
2025 Q3	$8.18M	Buy	74,008 +3,666	+5%	+$404K	0.52%	44
2025 Q2	$7.77M	Sell	70,342 -5,103	-7%	-$563K	0.56%	40
2025 Q1	$8.33M	Buy	75,445 +13,017	+21%	+$1.44M	0.72%	32
2024 Q4	$6.87M	Buy	62,428 +21,837	+54%	+$2.41M	0.68%	33
2024 Q3	$4.49M	Buy	40,591 +5,659	+16%	+$625K	0.41%	47
2024 Q2	$3.86M	Buy	34,932 +4,791	+16%	+$528K	0.36%	50
2024 Q1	$3.33M	Buy	30,141 +26,670	+768%	+$2.94M	0.36%	58
2023 Q4	$382K	Buy	3,471 +642	+23%	+$70.8K	0.05%	309
2023 Q3	$313K	Buy	+2,829	New	+$312K	0.04%	340
2022 Q3	–	Sell	-9,128	Closed	-$1M	–	469
2022 Q2	$1M	Buy	+9,128	New	+$1.01M	0.13%	149
2021 Q4	–	Sell	-24,133	Closed	-$2.67M	–	486
2021 Q3	$2.67M	Buy	+24,133	New	+$2.67M	0.41%	51

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

Main Street Financial Solutions's SHV Position: Q2 2026 in Review

Main Street Financial Solutions reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 15% in Q2 2026, selling an estimated $1.35M and leaving 70,323 shares worth $7.76M. The position accounts for 0.5% of the portfolio, ranked #43.

Main Street Financial Solutions first reported a position in SHV in Q3 2021 and has held it in 14 quarters since. The position peaked at $9.12M in Q1 2026. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Main Street Financial Solutions held 70,323 shares of iShares 0-1 Year Treasury Bond ETF worth $7.76M as of Q2 2026.
Main Street Financial Solutions sold 12,291 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.35M.
iShares 0-1 Year Treasury Bond ETF made up 0.5% of Main Street Financial Solutions's portfolio in Q2 2026, its #43 holding.
Main Street Financial Solutions first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2021 and has held it in 14 quarters since.
Main Street Financial Solutions's iShares 0-1 Year Treasury Bond ETF position peaked at $9.12M in Q1 2026.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.