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 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

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

Premier Path Wealth Partners's SHV Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 32% in Q1 2026, selling an estimated $1.62M and leaving 31,231 shares worth $3.45M. The position accounts for 0.45% of the portfolio, ranked #45.

Premier Path Wealth Partners first reported a position in SHV in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.06M in Q4 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Premier Path Wealth Partners held 31,231 shares of iShares 0-1 Year Treasury Bond ETF worth $3.45M as of Q1 2026.
Premier Path Wealth Partners sold 14,675 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.62M.
iShares 0-1 Year Treasury Bond ETF made up 0.45% of Premier Path Wealth Partners's portfolio in Q1 2026, its #45 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 9 quarters since.
Premier Path Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $5.06M in Q4 2025.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.