Pacifica Partners
SHV icon

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

Pacifica 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
Q3 		$11.2M Sell
101,696
-2,030
-2% -$224K 3.37% 8
2026
Q2 		$11.4M Buy
103,726
+26,784
+35% +$2.95M 3.44% 6
2026
Q1 		$8.49M Buy
76,942
+9,186
+14% +$1.01M 2.82% 8
2025
Q4 		$7.46M Buy
67,756
+13,571
+25% +$1.5M 3.32% 5
2025
Q3 		$5.97M Buy
54,185
+14,143
+35% +$1.56M 2.14% 13
2025
Q2 		$4.42M Buy
40,042
+5,533
+16% +$610K 1.79% 21
2025
Q1 		$3.8M Buy
34,509
+4,459
+15% +$492K 1.73% 17
2024
Q4 		$3.31M Buy
30,050
+2,235
+8% +$246K 1.43% 22
2024
Q3 		$3.08M Buy
27,815
+9,883
+55% +$1.09M 1.27% 28
2024
Q2 		$1.97M Sell
17,932
-461
-3% -$50.8K 0.85% 33
2024
Q1 		$2.03M Buy
18,393
+3,869
+27% +$427K 0.9% 32
2023
Q4 		$1.6M Buy
14,524
+797
+6% +$87.9K 0.79% 41
2023
Q3 		$1.51M Buy
13,727
+2,743
+25% +$302K 0.82% 40
2023
Q2 		$1.21M Buy
10,984
+962
+10% +$106K 0.68% 47
2023
Q1 		$1.1M Sell
10,022
-6,463
-39% -$712K 0.66% 49
2022
Q4 		$1.81M Buy
16,485
+183
+1% +$20.1K 1.23% 29
2022
Q3 		$1.67M Buy
16,302
+7,775
+91% +$855K 1.21% 29
2022
Q2 		$954K Sell
8,527
-371
-4% -$40.9K 0.66% 49
2022
Q1 		$980K Sell
8,898
-500
-5% -$55.2K 0.64% 49
2021
Q4 		$1.04M Sell
9,398
-200
-2% -$22.1K 0.68% 49
2021
Q3 		$1.06M Hold
9,598
– – 0.77% 43
2021
Q2 		$1.05M Buy
9,598
+80
+0.8% +$8.84K 0.8% 43
2021
Q1 		$1.05M Sell
9,518
-340
-3% -$37.6K 0.86% 45
2020
Q4 		$1.09M Buy
9,858
+300
+3% +$33.2K 1.05% 37
2020
Q3 		$1.06M Buy
9,558
+2,042
+27% +$226K 1.15% 34
2020
Q2 		$829K Sell
7,516
-225
-3% -$24.9K 0.92% 40
2020
Q1 		$858K Sell
7,741
-1,600
-17% -$177K 1.07% 34
2019
Q4 		$1.03M Buy
+9,341
New +$1.03M 1% 35

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Trust Company
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Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
White Lighthouse Investment Management
White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return
Able Wealth Management
Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Bull Oak Capital
Bull Oak Capital San Diego, California $306M AUM 13.34% 1-Year Est. Return

Pacifica Partners's SHV Position: Q3 2026 in Review

Pacifica Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2% in Q3 2026, selling an estimated $224K and leaving 101,696 shares worth $11.2M. The position accounts for 3.37% of the portfolio, ranked #8.

Pacifica Partners first reported a position in SHV in Q4 2019 and has held it in 28 quarters since. The position peaked at $11.4M in Q2 2026. 222 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Pacifica Partners held 101,696 shares of iShares 0-1 Year Treasury Bond ETF worth $11.2M as of Q3 2026.
  • Pacifica Partners sold 2,030 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $224K.
  • iShares 0-1 Year Treasury Bond ETF made up 3.37% of Pacifica Partners's portfolio in Q3 2026, its #8 holding.
  • Pacifica Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • Pacifica Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $11.4M in Q2 2026.
  • 222 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.