Mission Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Mission Wealth Management’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	$260K	Hold	2,359	–	–	﹤0.01%	930
2026 Q1	$260K	Buy	2,359 +168	+8%	+$18.5K	0.01%	643
2025 Q4	$241K	Hold	2,191	–	–	﹤0.01%	651
2025 Q3	$242K	Hold	2,191	–	–	﹤0.01%	631
2025 Q2	$242K	Sell	2,191 -1,819	-45%	-$201K	0.01%	616
2025 Q1	$443K	Buy	4,010 +243	+6%	+$26.8K	0.01%	489
2024 Q4	$415K	Sell	3,767 -517	-12%	-$57K	0.01%	474
2024 Q3	$474K	Sell	4,284 -233	-5%	-$25.7K	0.01%	441
2024 Q2	$499K	Sell	4,517 -2,663	-37%	-$294K	0.01%	409
2024 Q1	$794K	Hold	7,180	–	–	0.02%	341
2023 Q4	$791K	Buy	7,180 +16	+0.2%	+$1.76K	0.03%	283
2023 Q3	$791K	Sell	7,164 -1,244	-15%	-$137K	0.03%	260
2023 Q2	$929K	Sell	8,408 -4,603	-35%	-$507K	0.04%	230
2023 Q1	$1.44M	Buy	13,011 +5,168	+66%	+$569K	0.06%	173
2022 Q4	$862K	Buy	+7,843	New	+$862K	0.04%	230

Other funds holding SHV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Alpha Zero Boca Raton, Florida $264M AUM 17.65% 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

CAG

Cypress Advisory Group Scottsdale, Arizona $129M AUM 10.74% 1-Year Est. Return

Mission Wealth Management's SHV Position: Q2 2026 in Review

Mission Wealth Management held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 2,359 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Mission Wealth Management first reported a position in SHV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.44M in Q1 2023. 142 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Mission Wealth Management held 2,359 shares of iShares 0-1 Year Treasury Bond ETF worth $260K as of Q2 2026.
Mission Wealth Management left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #930 holding.
Mission Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Mission Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $1.44M in Q1 2023.
142 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.