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

Noble Wealth Management PBC’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
Q3 		$25.9K Sell
235
-1,089
-82% -$120K 0.01% 345
2026
Q2 		$146K Buy
1,324
+859
+185% +$94.7K 0.07% 183
2026
Q1 		$51.3K Sell
465
-12
-3% -$1.32K 0.03% 259
2025
Q4 		$52.5K Sell
477
-32
-6% -$3.53K 0.03% 262
2025
Q3 		$56.2K Buy
+509
New +$56.1K 0.03% 243
2025
Q1 		$840K Sell
7,608
-3,155
-29% -$348K 0.57% 55
2024
Q4 		$1.19M Buy
+10,763
New +$1.19M 0.82% 40

Other funds holding SHV

TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

Noble Wealth Management PBC's SHV Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 82% in Q3 2026, selling an estimated $120K and leaving 235 shares worth $25.9K. The position accounts for 0.01% of the portfolio, ranked #345.

Noble Wealth Management PBC first reported a position in SHV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q4 2024. 39 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Noble Wealth Management PBC held 235 shares of iShares 0-1 Year Treasury Bond ETF worth $25.9K as of Q3 2026.
  • Noble Wealth Management PBC sold 1,089 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $120K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #345 holding.
  • Noble Wealth Management PBC first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's iShares 0-1 Year Treasury Bond ETF position peaked at $1.19M in Q4 2024.
  • 39 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.