Planning Strategies’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Planning Strategies’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	$24.4K	Buy	+221	New	+$24.4K	0.02%	221

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Planning Strategies's SHV Position: Q2 2026 in Review

Planning Strategies opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 221 shares worth $24.4K. The stake represents 0.02% of the portfolio and ranks #221 among its holdings.

698 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Planning Strategies held 221 shares of iShares 0-1 Year Treasury Bond ETF worth $24.4K as of Q2 2026.
iShares 0-1 Year Treasury Bond ETF was a new Planning Strategies position in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.02% of Planning Strategies's portfolio in Q2 2026, its #221 holding.
698 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.