&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 Q2	$2.57M	Sell	23,277 -2,426	-9%	-$267K	0.01%	898
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 $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

&Partners's SHV Position: Q2 2026 in Review

&Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 9.4% in Q2 2026, selling an estimated $267K and leaving 23,277 shares worth $2.57M. The position accounts for 0.01% of the portfolio, ranked #898.

&Partners first reported a position in SHV in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.37M in Q3 2025. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

&Partners held 23,277 shares of iShares 0-1 Year Treasury Bond ETF worth $2.57M as of Q2 2026.
&Partners sold 2,426 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $267K.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #898 holding.
&Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
&Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $3.37M in Q3 2025.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.