PCS
SHV icon

Private Client Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Private Client Services’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 		– Sell
-2,203
Closed -$243K – 260
2026
Q2 		$243K Sell
2,203
-424
-16% -$46.7K 0.06% 198
2026
Q1 		$290K Sell
2,627
-355
-12% -$39.1K 0.09% 164
2025
Q4 		$329K Sell
2,982
-739
-20% -$81.5K 0.1% 134
2025
Q3 		$411K Sell
3,721
-7,164
-66% -$790K 0.14% 118
2025
Q2 		$1.2M Buy
10,885
+8,516
+359% +$939K 0.47% 55
2025
Q1 		$262K Buy
2,369
+137
+6% +$15.1K 0.13% 149
2024
Q4 		$246K Buy
+2,232
New +$246K 0.13% 150

Other funds holding SHV

TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

Private Client Services's SHV Position: Q3 2026 in Review

Private Client Services sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2026, closing a stake of 2,203 shares — an estimated $243K sold.

Private Client Services first reported a position in SHV in Q4 2024 and held it in 7 quarters. The position peaked at $1.2M in Q2 2025. 39 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Private Client Services reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Private Client Services sold 2,203 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $243K.
  • Private Client Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and held it in 7 quarters.
  • Private Client Services's iShares 0-1 Year Treasury Bond ETF position peaked at $1.2M in Q2 2025.
  • 39 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.