NorthRock Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

NorthRock Partners’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	$499K	Sell	4,522 -853	-16%	-$94K	0.01%	438
2026 Q1	$593K	Buy	5,375 +38	+0.7%	+$4.19K	0.01%	384
2025 Q4	$588K	Buy	5,337 +740	+16%	+$81.6K	0.01%	344
2025 Q3	$508K	Buy	+4,597	New	+$507K	0.01%	527
2025 Q2	–	Sell	-39	Closed	-$4.31K	–	887
2025 Q1	$4.31K	Buy	+39	New	+$4.3K	﹤0.01%	807
2024 Q4	–	Sell	-1,019	Closed	-$113K	–	853
2024 Q3	$113K	Hold	1,019	–	–	﹤0.01%	644
2024 Q2	$113K	Sell	1,019 -5,154	-83%	-$568K	﹤0.01%	611
2024 Q1	$682K	Sell	6,173 -1,528	-20%	-$169K	0.03%	276
2023 Q4	$848K	Buy	+7,701	New	+$849K	0.04%	219

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NorthRock Partners's SHV Position: Q2 2026 in Review

NorthRock Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 16% in Q2 2026, selling an estimated $94K and leaving 4,522 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #438.

NorthRock Partners first reported a position in SHV in Q4 2023 and has held it in 9 quarters since. The position peaked at $848K in Q4 2023. 724 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

NorthRock Partners held 4,522 shares of iShares 0-1 Year Treasury Bond ETF worth $499K as of Q2 2026.
NorthRock Partners sold 853 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $94K.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #438 holding.
NorthRock Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 9 quarters since.
NorthRock Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $848K in Q4 2023.
724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.