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 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 $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

Phillips Financial Management's SHV Position: Q1 2026 in Review

Phillips Financial Management held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q1 2026 at 243 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Phillips Financial Management first reported a position in SHV in Q3 2022 and has held it in 11 quarters since. The position peaked at $28K in Q3 2022. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Phillips Financial Management held 243 shares of iShares 0-1 Year Treasury Bond ETF worth $26.8K as of Q1 2026.
Phillips Financial Management left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q1 2026, its #253 holding.
Phillips Financial Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and has held it in 11 quarters since.
Phillips Financial Management's iShares 0-1 Year Treasury Bond ETF position peaked at $28K in Q3 2022.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.