PP
SHV icon

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

Paladin 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 		$3.39M Hold
30,740
– – 2.09% 13
2026
Q2 		$3.39M Sell
30,740
-710
-2% -$78.3K 2.24% 12
2026
Q1 		$3.47M Buy
31,450
+6,530
+26% +$720K 2.5% 12
2025
Q4 		$2.74M Buy
+24,920
New +$2.75M 2.05% 13

Other funds holding SHV

TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

Paladin Partners's SHV Position: Q3 2026 in Review

Paladin Partners held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q3 2026 at 30,740 shares worth $3.39M. The position accounts for 2.09% of the portfolio, ranked #13.

Paladin Partners first reported a position in SHV in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.47M in Q1 2026. 39 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Paladin Partners held 30,740 shares of iShares 0-1 Year Treasury Bond ETF worth $3.39M as of Q3 2026.
  • Paladin Partners left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q3 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 2.09% of Paladin Partners's portfolio in Q3 2026, its #13 holding.
  • Paladin Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Paladin Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $3.47M in Q1 2026.
  • 39 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.