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

&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 Q1	$2.84M	Sell	25,703 -1,593	-6%	-$176K	0.01%	757
2025 Q4	$2.99M	Sell	27,296 -948	-3%	-$105K	0.02%	683
2025 Q3	$3.37M	Buy	28,244 +11,909	+73%	+$1.31M	0.02%	546
2025 Q2	$1.8M	Buy	16,335 +5,684	+53%	+$627K	0.01%	717
2025 Q1	$1.18M	Sell	10,651 -1,848	-15%	-$204K	0.01%	760
2024 Q4	$1.37M	Buy	12,499 +5,074	+68%	+$560K	0.02%	634
2024 Q3	$821K	Sell	7,425 -1,378	-16%	-$152K	0.02%	650
2024 Q2	$973K	Buy	8,803 +2,655	+43%	+$293K	0.04%	364
2024 Q1	$680K	Buy	+6,148	New	+$678K	0.09%	219

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

&Partners's SHV Position: Q1 2026 in Review

&Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 5.8% in Q1 2026, selling an estimated $176K and leaving 25,703 shares worth $2.84M. The position accounts for 0.01% of the portfolio, ranked #757.

&Partners first reported a position in SHV in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.37M in Q3 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

&Partners held 25,703 shares of iShares 0-1 Year Treasury Bond ETF worth $2.84M as of Q1 2026.
&Partners sold 1,593 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $176K.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #757 holding.
&Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
&Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $3.37M in Q3 2025.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.