Personal CFO Solutions’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Personal CFO Solutions’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	$14.2M	Buy	+128,329	New	+$14.1M	1.99%	8
2023 Q3	–	Sell	-163,310	Closed	-$18M	–	495
2023 Q2	$18M	Sell	163,310 -28,702	-15%	-$3.16M	3.66%	1
2023 Q1	$21.2M	Buy	192,012 +28,658	+18%	+$3.16M	4.38%	2
2022 Q4	$18M	Sell	163,354 -24,801	-13%	-$2.73M	3.8%	2
2022 Q3	$20.7M	Sell	188,155 -10,212	-5%	-$1.12M	5.2%	1
2022 Q2	$21.8M	Buy	198,367 +182,341	+1,138%	+$20.1M	5.12%	1
2022 Q1	$1.77M	Buy	+16,026	New	+$1.77M	0.35%	49

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

Personal CFO Solutions's SHV Position: Q1 2026 in Review

Personal CFO Solutions opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026: 128,329 shares worth $14.2M. The stake represents 1.99% of the portfolio and ranks #8 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in SHV as recently as Q2 2023.

Personal CFO Solutions first reported a position in SHV in Q1 2022 and has held it in 7 quarters since. The position peaked at $21.8M in Q2 2022. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Personal CFO Solutions held 128,329 shares of iShares 0-1 Year Treasury Bond ETF worth $14.2M as of Q1 2026.
iShares 0-1 Year Treasury Bond ETF was a new Personal CFO Solutions position in Q1 2026.
iShares 0-1 Year Treasury Bond ETF made up 1.99% of Personal CFO Solutions's portfolio in Q1 2026, its #8 holding.
Personal CFO Solutions first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and has held it in 7 quarters since.
Personal CFO Solutions's iShares 0-1 Year Treasury Bond ETF position peaked at $21.8M in Q2 2022.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.