MFG
SHV icon

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

Mainsail 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 		$1.43M Sell
12,944
-14,805
-53% -$1.63M 0.49% 35
2026
Q1 		$3.06M Sell
27,749
-1,084
-4% -$120K 1.28% 24
2025
Q4 		$3.18M Buy
28,833
+4,099
+17% +$452K 1.32% 25
2025
Q3 		$2.73M Sell
24,734
-1,443
-6% -$159K 1.18% 27
2025
Q2 		$2.89M Buy
+26,177
New +$2.89M 1.34% 26

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
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SCA
Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

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

Mainsail Financial Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 53% in Q2 2026, selling an estimated $1.63M and leaving 12,944 shares worth $1.43M. The position accounts for 0.49% of the portfolio, ranked #35.

Mainsail Financial Group first reported a position in SHV in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.18M in Q4 2025. 158 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Mainsail Financial Group held 12,944 shares of iShares 0-1 Year Treasury Bond ETF worth $1.43M as of Q2 2026.
  • Mainsail Financial Group sold 14,805 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.63M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.49% of Mainsail Financial Group's portfolio in Q2 2026, its #35 holding.
  • Mainsail Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Mainsail Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $3.18M in Q4 2025.
  • 158 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Mainsail Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.