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

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

NerdWallet Wealth Partners's SHV Position: Q2 2026 in Review

NerdWallet Wealth Partners increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 11% in Q2 2026, buying an estimated $1.55M and bringing the position to 141,289 shares worth $15.6M. The position accounts for 5.37% of the portfolio, ranked #5.

NerdWallet Wealth Partners first reported a position in SHV in Q3 2025 and has held it in 4 quarters since. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

NerdWallet Wealth Partners held 141,289 shares of iShares 0-1 Year Treasury Bond ETF worth $15.6M as of Q2 2026.
NerdWallet Wealth Partners bought 14,041 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.55M.
iShares 0-1 Year Treasury Bond ETF made up 5.37% of NerdWallet Wealth Partners's portfolio in Q2 2026, its #5 holding.
NerdWallet Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on NerdWallet Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.