NFP Retirement Inc’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

NFP Retirement Inc’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	$163M	Buy	1,478,117 +443,386	+43%	+$48.9M	8.93%	2
2026 Q1	$114M	Sell	1,034,731 -381,590	-27%	-$42.1M	6.85%	2
2025 Q4	$156M	Buy	1,416,321 +156,681	+12%	+$17.3M	9.49%	2
2025 Q3	$139M	Buy	1,259,640 +14,118	+1%	+$1.56M	8.89%	2
2025 Q2	$138M	Buy	1,245,522 +388,096	+45%	+$42.8M	9.09%	2
2025 Q1	$94.7M	Sell	857,426 -333,358	-28%	-$36.8M	7.51%	2
2024 Q4	$131M	Buy	1,190,784 +24,744	+2%	+$2.73M	10.35%	2
2024 Q3	$129M	Buy	1,166,040 +62,380	+6%	+$6.88M	10.44%	2
2024 Q2	$122M	Buy	1,103,660 +63,399	+6%	+$6.99M	10.22%	2
2024 Q1	$115M	Buy	+1,040,261	New	+$115M	9.91%	2

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NFP Retirement Inc's SHV Position: Q2 2026 in Review

NFP Retirement Inc increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 43% in Q2 2026, buying an estimated $48.9M and bringing the position to 1,478,117 shares worth $163M. The position accounts for 8.93% of the portfolio, ranked #2.

NFP Retirement Inc first reported a position in SHV in Q1 2024 and has held it in 10 quarters since. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

NFP Retirement Inc held 1,478,117 shares of iShares 0-1 Year Treasury Bond ETF worth $163M as of Q2 2026.
NFP Retirement Inc bought 443,386 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $48.9M.
iShares 0-1 Year Treasury Bond ETF made up 8.93% of NFP Retirement Inc's portfolio in Q2 2026, its #2 holding.
NFP Retirement Inc first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.