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 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 $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NorthRock Partners's SHV Position: Q1 2026 in Review

NorthRock Partners increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.71% in Q1 2026, buying an estimated $4.19K and bringing the position to 5,375 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #384.

NorthRock Partners first reported a position in SHV in Q4 2023 and has held it in 8 quarters since. The position peaked at $848K in Q4 2023. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

NorthRock Partners held 5,375 shares of iShares 0-1 Year Treasury Bond ETF worth $593K as of Q1 2026.
NorthRock Partners bought 38 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $4.19K.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of NorthRock Partners's portfolio in Q1 2026, its #384 holding.
NorthRock Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 8 quarters since.
NorthRock Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $848K in Q4 2023.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.