NC
SHV icon

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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
AZ
Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return
LAS
Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return

North Capital's SHV Position: Q2 2026 in Review

North Capital held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 3,891 shares worth $429K. The position accounts for 0.32% of the portfolio, ranked #50.

North Capital first reported a position in SHV in Q1 2025 and has held it in 6 quarters since. The position peaked at $430K in Q3 2025. 236 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • North Capital held 3,891 shares of iShares 0-1 Year Treasury Bond ETF worth $429K as of Q2 2026.
  • North Capital left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.32% of North Capital's portfolio in Q2 2026, its #50 holding.
  • North Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • North Capital's iShares 0-1 Year Treasury Bond ETF position peaked at $430K in Q3 2025.
  • 236 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on North Capital's 13F filing for Q2 2026, filed 14 Jul 2026.