NPF
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Norris Perne & French’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Norris Perne & French’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 		$1.31M Buy
11,881
+6,098
+105% +$672K 0.06% 72
2026
Q1 		$638K Buy
5,783
+150
+3% +$16.5K 0.03% 95
2025
Q4 		$620K Hold
5,633
– – 0.04% 97
2025
Q3 		$622K Buy
+5,633
New +$621K 0.04% 100

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

Norris Perne & French's SHV Position: Q2 2026 in Review

Norris Perne & French increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 105% in Q2 2026, buying an estimated $672K and bringing the position to 11,881 shares worth $1.31M. The position accounts for 0.06% of the portfolio, ranked #72.

Norris Perne & French first reported a position in SHV in Q3 2025 and has held it in 4 quarters since. 726 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Norris Perne & French held 11,881 shares of iShares 0-1 Year Treasury Bond ETF worth $1.31M as of Q2 2026.
  • Norris Perne & French bought 6,098 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $672K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.06% of Norris Perne & French's portfolio in Q2 2026, its #72 holding.
  • Norris Perne & French first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 726 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Norris Perne & French's 13F filing for Q2 2026, filed 21 Jul 2026.