Phillips Financial Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Phillips Financial Management’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	-243	Closed	-$26.8K	–	305
2026 Q1	$26.8K	Hold	243	–	–	﹤0.01%	253
2025 Q4	$26.8K	Hold	243	–	–	﹤0.01%	267
2025 Q3	$26.8K	Hold	243	–	–	﹤0.01%	273
2025 Q2	$26.8K	Hold	243	–	–	﹤0.01%	239
2025 Q1	$26.8K	Hold	243	–	–	﹤0.01%	229
2024 Q4	$26.8K	Hold	243	–	–	﹤0.01%	222
2024 Q3	$26.9K	Hold	243	–	–	﹤0.01%	236
2024 Q2	$26.9K	Hold	243	–	–	﹤0.01%	230
2024 Q1	$26.9K	Buy	243 +214	+738%	+$23.6K	﹤0.01%	220
2023 Q4	$3.19K	Buy	+29	New	+$3.2K	﹤0.01%	242
2022 Q4	–	Sell	-250	Closed	-$28K	–	234
2022 Q3	$28K	Buy	+250	New	+$27.5K	﹤0.01%	185

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

Phillips Financial Management's SHV Position: Q2 2026 in Review

Phillips Financial Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 243 shares — an estimated $26.8K sold.

Phillips Financial Management first reported a position in SHV in Q3 2022 and held it in 11 quarters. The position peaked at $28K in Q3 2022. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Phillips Financial Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Phillips Financial Management sold 243 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $26.8K.
Phillips Financial Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and held it in 11 quarters.
Phillips Financial Management's iShares 0-1 Year Treasury Bond ETF position peaked at $28K in Q3 2022.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.