Pathway Financial Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Pathway Financial Advisors’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	$1.24M	Sell	11,220 -181	-2%	-$20K	0.14%	62
2026 Q1	$1.26M	Sell	11,401 -80	-0.7%	-$8.82K	0.16%	57
2025 Q4	$1.27M	Hold	11,481	–	–	0.16%	58
2025 Q3	$1.27M	Hold	11,481	–	–	0.17%	56
2025 Q2	$1.27M	Hold	11,481	–	–	0.19%	51
2025 Q1	$1.27M	Sell	11,481 -859	-7%	-$94.7K	0.23%	49
2024 Q4	$1.36M	Buy	12,340 +1,200	+11%	+$132K	0.31%	41
2024 Q3	$1.23M	Hold	11,140	–	–	0.32%	43
2024 Q2	$1.23M	Sell	11,140 -902	-7%	-$99.5K	0.33%	42
2024 Q1	$1.33M	Hold	12,042	–	–	0.36%	37
2023 Q4	$1.33M	Sell	12,042 -1,133	-9%	-$125K	0.38%	36
2023 Q3	$1.46M	Hold	13,175	–	–	0.5%	30
2023 Q2	$1.46M	Hold	13,175	–	–	0.47%	31
2023 Q1	$1.46M	Sell	13,175 -1,990	-13%	-$219K	0.49%	30
2022 Q4	$1.67M	Sell	15,165 -309	-2%	-$34K	0.51%	24
2022 Q3	$1.7M	Hold	15,474	–	–	0.59%	22
2022 Q2	$1.7M	Hold	15,474	–	–	0.71%	23
2022 Q1	$1.71M	Sell	15,474 -3,669	-19%	-$405K	0.64%	26
2021 Q4	$2.11M	Buy	+19,143	New	+$2.11M	0.75%	21
2021 Q1	$2.1M	Sell	18,978 -954	-5%	-$105K	0.83%	20
2020 Q4	$2.2M	Sell	19,932 -26,561	-57%	-$2.94M	0.91%	16
2020 Q3	$5.15M	Sell	46,493 -18,464	-28%	-$2.04M	1.99%	9
2020 Q2	$7.19M	Sell	64,957 -3,202	-5%	-$355K	2.16%	8
2020 Q1	$7.56M	Buy	68,159 +11,373	+20%	+$1.26M	2.52%	6
2019 Q4	$6.28M	Sell	56,786 -91	-0.2%	-$10.1K	1.78%	10
2019 Q3	$6.29M	Sell	56,877 -12,695	-18%	-$1.4M	1.8%	11
2019 Q2	$7.7M	Buy	69,572 +272	+0.4%	+$30.1K	2.27%	9
2019 Q1	$7.66M	Buy	+69,300	New	+$7.65M	2.38%	9

Other funds holding SHV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCA

Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

CAG

Cypress Advisory Group Scottsdale, Arizona $129M AUM 10.74% 1-Year Est. Return

FPW

Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return

NWP

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

Pathway Financial Advisors's SHV Position: Q2 2026 in Review

Pathway Financial Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.6% in Q2 2026, selling an estimated $20K and leaving 11,220 shares worth $1.24M. The position accounts for 0.14% of the portfolio, ranked #62.

Pathway Financial Advisors first reported a position in SHV in Q1 2019 and has held it in 28 quarters since. The position peaked at $7.7M in Q2 2019. 123 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Pathway Financial Advisors held 11,220 shares of iShares 0-1 Year Treasury Bond ETF worth $1.24M as of Q2 2026.
Pathway Financial Advisors sold 181 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $20K.
iShares 0-1 Year Treasury Bond ETF made up 0.14% of Pathway Financial Advisors's portfolio in Q2 2026, its #62 holding.
Pathway Financial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and has held it in 28 quarters since.
Pathway Financial Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $7.7M in Q2 2019.
123 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.