Physician Wealth Solutions’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Physician Wealth 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	$466K	Sell	4,222 -63	-1%	-$6.94K	0.18%	35
2026 Q1	$473K	Buy	4,285 +907	+27%	+$100K	0.2%	35
2025 Q4	$372K	Hold	3,378	–	–	0.16%	38
2025 Q3	$373K	Hold	3,378	–	–	0.16%	38
2025 Q2	$373K	Sell	3,378 -375	-10%	-$41.3K	0.17%	38
2025 Q1	$415K	Sell	3,753 -139	-4%	-$15.3K	0.21%	32
2024 Q4	$429K	Buy	3,892 +248	+7%	+$27.3K	0.21%	32
2024 Q3	$403K	Buy	3,644 +320	+10%	+$35.3K	0.2%	32
2024 Q2	$367K	Buy	3,324 +103	+3%	+$11.4K	0.26%	31
2024 Q1	$356K	Sell	3,221 -438	-12%	-$48.3K	0.3%	31
2023 Q4	$403K	Buy	+3,659	New	+$403K	0.4%	31

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

Physician Wealth Solutions's SHV Position: Q2 2026 in Review

Physician Wealth Solutions reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.5% in Q2 2026, selling an estimated $6.94K and leaving 4,222 shares worth $466K. The position accounts for 0.18% of the portfolio, ranked #35.

Physician Wealth Solutions first reported a position in SHV in Q4 2023 and has held it in 11 quarters since. The position peaked at $473K in Q1 2026. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Physician Wealth Solutions held 4,222 shares of iShares 0-1 Year Treasury Bond ETF worth $466K as of Q2 2026.
Physician Wealth Solutions sold 63 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.94K.
iShares 0-1 Year Treasury Bond ETF made up 0.18% of Physician Wealth Solutions's portfolio in Q2 2026, its #35 holding.
Physician Wealth Solutions first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Physician Wealth Solutions's iShares 0-1 Year Treasury Bond ETF position peaked at $473K in Q1 2026.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Physician Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.