McDonald Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

McDonald Partners’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	–	Sell	-4,500	Closed	-$497K	–	622
2026 Q1	$497K	Hold	4,500	–	–	0.12%	139
2025 Q4	$496K	Hold	4,500	–	–	0.16%	130
2025 Q3	$497K	Sell	4,500 -26	-0.6%	-$2.87K	0.15%	140
2025 Q2	$500K	Hold	4,526	–	–	0.12%	172
2025 Q1	$500K	Hold	4,526	–	–	0.13%	165
2024 Q4	$498K	Buy	+4,526	New	+$499K	0.13%	165
2022 Q1	–	Sell	-17	Closed	-$1.88K	–	612
2021 Q4	$1.88K	Buy	+17	New	+$1.88K	﹤0.01%	362

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

McDonald Partners's SHV Position: Q2 2026 in Review

McDonald Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 4,500 shares — an estimated $497K sold.

McDonald Partners first reported a position in SHV in Q4 2021 and held it in 7 quarters. The position peaked at $500K in Q1 2025. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

McDonald Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
McDonald Partners sold 4,500 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $497K.
McDonald Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and held it in 7 quarters.
McDonald Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $500K in Q1 2025.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.