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

Mather 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 Q3	$32K	Buy	290 +279	+2,536%	+$30.8K	﹤0.01%	1298
2026 Q2	$1.21K	Hold	11	–	–	﹤0.01%	1780
2026 Q1	$1.21K	Buy	+11	New	+$1.21K	﹤0.01%	1756
2025 Q4	–	Sell	-11	Closed	-$1.22K	–	1476
2025 Q3	$1.22K	Buy	+11	New	+$1.21K	﹤0.01%	1572
2025 Q2	–	Sell	-11	Closed	-$1.22K	–	1529
2025 Q1	$1.22K	Hold	11	–	–	﹤0.01%	1620
2024 Q4	$1.21K	Hold	11	–	–	﹤0.01%	1593
2024 Q3	$1.22K	Sell	11 -190	-95%	-$21K	﹤0.01%	1541
2024 Q2	$22.2K	Buy	201 +60	+43%	+$6.62K	﹤0.01%	1242
2024 Q1	$15.5K	Buy	+141	New	+$15.6K	﹤0.01%	1105
2022 Q2	–	Sell	-2,205	Closed	-$243K	–	465
2022 Q1	$243K	Buy	+2,205	New	+$243K	﹤0.01%	386

Other funds holding SHV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Mather Group's SHV Position: Q3 2026 in Review

Mather Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2,536% in Q3 2026, buying an estimated $30.8K and bringing the position to 290 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Mather Group first reported a position in SHV in Q1 2022 and has held it in 10 quarters since. The position peaked at $243K in Q1 2022. 183 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Mather Group held 290 shares of iShares 0-1 Year Treasury Bond ETF worth $32K as of Q3 2026.
Mather Group bought 279 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $30.8K.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1298 holding.
Mather Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and has held it in 10 quarters since.
Mather Group's iShares 0-1 Year Treasury Bond ETF position peaked at $243K in Q1 2022.
183 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.