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Morris Financial Concepts’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Morris Financial Concepts’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 		$8.64M Sell
78,289
-387
-0.5% -$42.7K 2.65% 10
2026
Q1 		$8.69M Buy
78,676
+1,665
+2% +$184K 2.95% 9
2025
Q4 		$8.48M Buy
77,011
+1,345
+2% +$148K 2.97% 8
2025
Q3 		$8.36M Buy
75,666
+3,402
+5% +$375K 3.02% 8
2025
Q2 		$7.98M Buy
72,264
+3,954
+6% +$436K 3.17% 7
2025
Q1 		$7.55M Buy
68,310
+2,095
+3% +$231K 3.17% 7
2024
Q4 		$7.29M Buy
66,215
+3,596
+6% +$397K 3.13% 8
2024
Q3 		$6.93M Buy
62,619
+3,311
+6% +$365K 2.98% 9
2024
Q2 		$6.55M Buy
59,308
+8,045
+16% +$887K 3.14% 9
2024
Q1 		$5.67M Buy
51,263
+1,073
+2% +$118K 2.9% 9
2023
Q4 		$5.53M Buy
50,190
+2,458
+5% +$271K 3.16% 9
2023
Q3 		$5.27M Sell
47,732
-3,289
-6% -$363K 3.5% 9
2023
Q2 		$5.64M Buy
51,021
+9,071
+22% +$1M 3.64% 8
2023
Q1 		$4.64M Buy
41,950
+20,235
+93% +$2.23M 3.27% 8
2022
Q4 		$2.39M Buy
21,715
+20,669
+1,976% +$2.27M 1.93% 11
2022
Q3 		$115K Buy
1,046
+752
+256% +$82.7K 0.12% 71
2022
Q2 		$32K Sell
294
-105
-26% -$11.6K 0.03% 90
2022
Q1 		$44K Hold
399
– – 0.04% 89
2021
Q4 		$44K Buy
+399
New +$44.1K 0.04% 82

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morris Financial Concepts's SHV Position: Q2 2026 in Review

Morris Financial Concepts reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.49% in Q2 2026, selling an estimated $42.7K and leaving 78,289 shares worth $8.64M. The position accounts for 2.65% of the portfolio, ranked #10.

Morris Financial Concepts first reported a position in SHV in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.69M in Q1 2026. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Morris Financial Concepts held 78,289 shares of iShares 0-1 Year Treasury Bond ETF worth $8.64M as of Q2 2026.
  • Morris Financial Concepts sold 387 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $42.7K.
  • iShares 0-1 Year Treasury Bond ETF made up 2.65% of Morris Financial Concepts's portfolio in Q2 2026, its #10 holding.
  • Morris Financial Concepts first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Morris Financial Concepts's iShares 0-1 Year Treasury Bond ETF position peaked at $8.69M in Q1 2026.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.