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 Q2	–	Sell	-128,329	Closed	-$14.2M	–	581
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 $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

Personal CFO Solutions's SHV Position: Q2 2026 in Review

Personal CFO Solutions sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 128,329 shares — an estimated $14.2M sold.

Personal CFO Solutions first reported a position in SHV in Q1 2022 and held it in 7 quarters. The position peaked at $21.8M in Q2 2022. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Personal CFO Solutions reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Personal CFO Solutions sold 128,329 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $14.2M.
Personal CFO Solutions first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and held it in 7 quarters.
Personal CFO Solutions's iShares 0-1 Year Treasury Bond ETF position peaked at $21.8M in Q2 2022.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.