Pflug Koory’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Pflug Koory’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	$3.86K	Hold	35	–	–	﹤0.01%	387
2026 Q1	$3.86K	Hold	35	–	–	﹤0.01%	376
2025 Q4	$3.85K	Hold	35	–	–	﹤0.01%	375
2025 Q3	$3.87K	Hold	35	–	–	﹤0.01%	372
2025 Q2	$3.87K	Hold	35	–	–	﹤0.01%	367
2025 Q1	$3.87K	Hold	35	–	–	﹤0.01%	351
2024 Q4	$3.85K	Hold	35	–	–	﹤0.01%	359
2024 Q3	$3.87K	Buy	+35	New	+$3.86K	﹤0.01%	358
2024 Q1	$3.87K	Hold	35	–	–	﹤0.01%	368
2023 Q4	$3.85K	Hold	35	–	–	﹤0.01%	372
2023 Q3	$3.87K	Hold	35	–	–	﹤0.01%	365
2023 Q2	$3.87K	Hold	35	–	–	﹤0.01%	374
2023 Q1	$3.87K	Hold	35	–	–	﹤0.01%	381
2022 Q4	$4K	Hold	35	–	–	﹤0.01%	383
2022 Q3	$4K	Hold	35	–	–	﹤0.01%	415
2022 Q2	$4K	Hold	35	–	–	﹤0.01%	402
2022 Q1	$4K	Hold	35	–	–	﹤0.01%	412
2021 Q4	$4K	Hold	35	–	–	﹤0.01%	419
2021 Q3	$4K	Hold	35	–	–	﹤0.01%	421
2021 Q2	$4K	Hold	35	–	–	﹤0.01%	443
2021 Q1	$4K	Buy	+35	New	+$3.87K	﹤0.01%	461
2018 Q4	–	Sell	-33	Closed	-$4K	–	428
2018 Q3	$4K	Hold	33	–	–	﹤0.01%	384
2018 Q2	$4K	Hold	33	–	–	﹤0.01%	382
2018 Q1	$4K	Hold	33	–	–	﹤0.01%	369
2017 Q4	$4K	Hold	33	–	–	﹤0.01%	353
2017 Q3	$4K	Hold	33	–	–	﹤0.01%	359
2017 Q2	$4K	Hold	33	–	–	﹤0.01%	359
2017 Q1	$4K	Hold	33	–	–	﹤0.01%	355
2016 Q4	$4K	Buy	+33	New	+$3.64K	﹤0.01%	348

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

Pflug Koory's SHV Position: Q2 2026 in Review

Pflug Koory held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 35 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Pflug Koory first reported a position in SHV in Q4 2016 and has held it in 29 quarters since. The position peaked at $4K in Q4 2022. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Pflug Koory held 35 shares of iShares 0-1 Year Treasury Bond ETF worth $3.86K as of Q2 2026.
Pflug Koory left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Pflug Koory's portfolio in Q2 2026, its #387 holding.
Pflug Koory first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2016 and has held it in 29 quarters since.
Pflug Koory's iShares 0-1 Year Treasury Bond ETF position peaked at $4K in Q4 2022.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Pflug Koory's 13F filing for Q2 2026, filed 21 Jul 2026.