Park Square Financial Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Park Square Financial Group’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	$331	Sell	3 -11	-79%	-$1.21K	﹤0.01%	230
2025 Q4	$1.54K	Sell	14 -3	-18%	-$331	0.01%	210
2025 Q3	$1.88K	Sell	17 -1,521	-99%	-$168K	0.01%	222
2025 Q2	$170K	Buy	1,538 +1,521	+8,947%	+$168K	0.12%	127
2025 Q1	$1.88K	Sell	17 -18	-51%	-$1.99K	﹤0.01%	865
2024 Q4	$3.85K	Buy	+35	New	+$3.86K	﹤0.01%	746

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

Park Square Financial Group's SHV Position: Q1 2026 in Review

Park Square Financial Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 79% in Q1 2026, selling an estimated $1.21K and leaving 3 shares worth $331. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Park Square Financial Group first reported a position in SHV in Q4 2024 and has held it in 6 quarters since. The position peaked at $170K in Q2 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Park Square Financial Group held 3 shares of iShares 0-1 Year Treasury Bond ETF worth $331 as of Q1 2026.
Park Square Financial Group sold 11 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.21K.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Park Square Financial Group's portfolio in Q1 2026, its #230 holding.
Park Square Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Park Square Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $170K in Q2 2025.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.