Premier Path Wealth Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Premier Path Wealth Partners’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 Q3	$4.23M	Buy	38,348 +4,115	+12%	+$454K	0.49%	52
2026 Q2	$3.78M	Buy	34,233 +3,002	+10%	+$331K	0.43%	54
2026 Q1	$3.45M	Sell	31,231 -14,675	-32%	-$1.62M	0.45%	45
2025 Q4	$5.06M	Buy	45,906 +14,303	+45%	+$1.58M	0.65%	35
2025 Q3	$3.49M	Buy	31,603 +2,008	+7%	+$221K	0.45%	46
2025 Q2	$3.27M	Buy	29,595 +284	+1%	+$31.3K	0.45%	47
2025 Q1	$3.24M	Buy	29,311 +1,994	+7%	+$220K	0.5%	45
2024 Q4	$3.01M	Buy	27,317 +1,370	+5%	+$151K	0.46%	48
2024 Q3	$2.87M	Buy	25,947 +2,120	+9%	+$234K	0.45%	47
2024 Q2	$2.63M	Buy	23,827 +1,443	+6%	+$159K	0.45%	47
2024 Q1	$2.44M	Buy	+22,384	New	+$2.47M	0.46%	47

Other funds holding SHV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return

Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Premier Path Wealth Partners's SHV Position: Q3 2026 in Review

Premier Path Wealth Partners increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 12% in Q3 2026, buying an estimated $454K and bringing the position to 38,348 shares worth $4.23M. The position accounts for 0.49% of the portfolio, ranked #52.

Premier Path Wealth Partners first reported a position in SHV in Q1 2024 and has held it in 11 quarters since. The position peaked at $5.06M in Q4 2025. 190 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Premier Path Wealth Partners held 38,348 shares of iShares 0-1 Year Treasury Bond ETF worth $4.23M as of Q3 2026.
Premier Path Wealth Partners bought 4,115 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $454K.
iShares 0-1 Year Treasury Bond ETF made up 0.49% of Premier Path Wealth Partners's portfolio in Q3 2026, its #52 holding.
Premier Path Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and has held it in 11 quarters since.
Premier Path Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $5.06M in Q4 2025.
190 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.