NorthCrest Asset Manangement’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

NorthCrest Asset Manangement’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	$213K	Buy	+1,931	New	+$213K	0.01%	851

Other funds holding SHV

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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

Cypress Advisory Group Scottsdale, Arizona $129M AUM 10.74% 1-Year Est. Return

Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

NorthCrest Asset Manangement's SHV Position: Q2 2026 in Review

NorthCrest Asset Manangement opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 1,931 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #851 among its holdings.

123 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

NorthCrest Asset Manangement held 1,931 shares of iShares 0-1 Year Treasury Bond ETF worth $213K as of Q2 2026.
iShares 0-1 Year Treasury Bond ETF was a new NorthCrest Asset Manangement position in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #851 holding.
123 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.