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 Q3	$256K	Buy	+2,322	New	+$256K	2.91%	11
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%	-$1.98K	﹤0.01%	865
2024 Q4	$3.85K	Buy	+35	New	+$3.86K	﹤0.01%	746

Other funds holding SHV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $796M AUM 17.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Park Square Financial Group's SHV Position: Q3 2026 in Review

Park Square Financial Group opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2026: 2,322 shares worth $256K. The stake represents 2.91% of the portfolio and ranks #11 among its holdings. This is a return to the name: Park Square Financial Group previously reported a position in SHV as recently as Q1 2026.

Park Square Financial Group first reported a position in SHV in Q4 2024 and has held it in 7 quarters since. 526 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Park Square Financial Group held 2,322 shares of iShares 0-1 Year Treasury Bond ETF worth $256K as of Q3 2026.
iShares 0-1 Year Treasury Bond ETF was a new Park Square Financial Group position in Q3 2026.
iShares 0-1 Year Treasury Bond ETF made up 2.91% of Park Square Financial Group's portfolio in Q3 2026, its #11 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 7 quarters since.
526 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Park Square Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.