North Capital’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

North Capital’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	$429K	Hold	3,891	–	–	0.31%	49
2026 Q2	$429K	Hold	3,891	–	–	0.32%	50
2026 Q1	$430K	Hold	3,891	–	–	0.36%	39
2025 Q4	$429K	Sell	3,891 -1	-0%	-$110	0.37%	42
2025 Q3	$430K	Buy	3,892 +1	+0%	+$110	0.33%	37
2025 Q2	$430K	Hold	3,891	–	–	0.37%	36
2025 Q1	$430K	Buy	+3,891	New	+$429K	0.41%	33

Other funds holding SHV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $459M AUM 37.78% 1-Year Est. Return

Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return

North Capital's SHV Position: Q3 2026 in Review

North Capital held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q3 2026 at 3,891 shares worth $429K. The position accounts for 0.31% of the portfolio, ranked #49.

North Capital first reported a position in SHV in Q1 2025 and has held it in 7 quarters since. The position peaked at $430K in Q3 2025. 319 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

North Capital held 3,891 shares of iShares 0-1 Year Treasury Bond ETF worth $429K as of Q3 2026.
North Capital left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.31% of North Capital's portfolio in Q3 2026, its #49 holding.
North Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2025 and has held it in 7 quarters since.
North Capital's iShares 0-1 Year Treasury Bond ETF position peaked at $430K in Q3 2025.
319 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on North Capital's 13F filing for Q3 2026, filed 16 Oct 2026.