PCFFS
SHV icon

Pacific Center for Financial Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Pacific Center for Financial Services’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 		$9.91M Buy
89,793
+23,193
+35% +$2.56M 2.21% 10
2026
Q1 		$7.35M Buy
66,600
+64,715
+3,433% +$7.14M 1.86% 13
2025
Q4 		$208K Hold
1,885
– – 0.05% 95
2025
Q3 		$208K Buy
1,885
+10
+0.5% +$1.1K 0.05% 95
2025
Q2 		$207K Buy
1,875
+1,280
+215% +$141K 0.06% 95
2025
Q1 		$65.7K Hold
595
– – 0.02% 168
2024
Q4 		$65.5K Hold
595
– – 0.02% 169
2024
Q3 		$65.8K Hold
595
– – 0.02% 165
2024
Q2 		$65.7K Hold
595
– – 0.02% 162
2024
Q1 		$65.8K Sell
595
-1,745
-75% -$193K 0.02% 167
2023
Q4 		$258K Sell
2,340
-682
-23% -$75.2K 0.08% 65
2023
Q3 		$334K Sell
3,022
-109
-3% -$12K 0.11% 55
2023
Q2 		$346K Sell
3,131
-254
-8% -$28K 0.11% 57
2023
Q1 		$374K Buy
+3,385
New +$373K 0.13% 57
2022
Q3 		$548K Buy
4,979
+3,025
+155% +$333K 0.21% 32
2022
Q2 		$215K Buy
+1,954
New +$215K 0.09% 73

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Pacific Center for Financial Services's SHV Position: Q2 2026 in Review

Pacific Center for Financial Services increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 35% in Q2 2026, buying an estimated $2.56M and bringing the position to 89,793 shares worth $9.91M. The position accounts for 2.21% of the portfolio, ranked #10.

Pacific Center for Financial Services first reported a position in SHV in Q2 2022 and has held it in 16 quarters since. 469 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Pacific Center for Financial Services held 89,793 shares of iShares 0-1 Year Treasury Bond ETF worth $9.91M as of Q2 2026.
  • Pacific Center for Financial Services bought 23,193 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.56M.
  • iShares 0-1 Year Treasury Bond ETF made up 2.21% of Pacific Center for Financial Services's portfolio in Q2 2026, its #10 holding.
  • Pacific Center for Financial Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 469 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.