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 Q2	–	Sell	-3	Closed	-$331	–	250
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 $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Park Square Financial Group's SHV Position: Q2 2026 in Review

Park Square Financial Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 3 shares — an estimated $331 sold.

Park Square Financial Group first reported a position in SHV in Q4 2024 and held it in 6 quarters. The position peaked at $170K in Q2 2025. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Park Square Financial Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Park Square Financial Group sold 3 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $331.
Park Square Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and held it in 6 quarters.
Park Square Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $170K in Q2 2025.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.