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

NerdWallet Wealth 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	$15.6M	Buy	141,289 +14,041	+11%	+$1.55M	5.37%	5
2026 Q1	$14M	Sell	127,248 -8,950	-7%	-$987K	6.13%	4
2025 Q4	$15M	Buy	136,198 +54	+0%	+$5.95K	6.73%	4
2025 Q3	$15M	Buy	+136,144	New	+$15M	7.37%	4

Other funds holding SHV

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Baring Financial Bellingham, Washington $181M AUM 20.14% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return