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 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

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

Premier Path Wealth Partners's SHV Position: Q2 2026 in Review

Premier Path Wealth Partners increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 9.6% in Q2 2026, buying an estimated $331K and bringing the position to 34,233 shares worth $3.78M. The position accounts for 0.43% of the portfolio, ranked #54.

Premier Path Wealth Partners first reported a position in SHV in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.06M in Q4 2025. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Premier Path Wealth Partners held 34,233 shares of iShares 0-1 Year Treasury Bond ETF worth $3.78M as of Q2 2026.
Premier Path Wealth Partners bought 3,002 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $331K.
iShares 0-1 Year Treasury Bond ETF made up 0.43% of Premier Path Wealth Partners's portfolio in Q2 2026, its #54 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 10 quarters since.
Premier Path Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $5.06M in Q4 2025.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.