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Proficio Capital Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Proficio Capital 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 		$2.86M Sell
25,888
-2,939
-10% -$324K 0.15% 87
2025
Q4 		$3.18M Sell
28,827
-9,607
-25% -$1.06M 0.22% 62
2025
Q3 		$4.25M Sell
38,434
-50,783
-57% -$5.6M 0.29% 56
2025
Q2 		$9.85M Sell
89,217
-74
-0.1% -$8.16K 0.61% 33
2025
Q1 		$9.85M Sell
89,291
-2,650
-3% -$292K 0.76% 27
2024
Q4 		$10.1M Buy
91,941
+56,882
+162% +$6.27M 0.82% 25
2024
Q3 		$3.88M Sell
35,059
-3,412
-9% -$377K 0.39% 49
2024
Q2 		$4.25M Sell
38,471
-19,299
-33% -$2.13M 0.45% 43
2024
Q1 		$6.44M Sell
57,770
-16,038
-22% -$1.77M 0.71% 30
2023
Q4 		$8.17M Buy
73,808
+7,700
+12% +$849K 1.01% 20
2023
Q3 		$7.3M Buy
66,108
+56,620
+597% +$6.24M 0.97% 19
2023
Q2 		$1.05M Sell
9,488
-193,743
-95% -$21.4M 0.14% 87
2023
Q1 		$22.5M Buy
203,231
+125,128
+160% +$13.8M 3.56% 6
2022
Q4 		$8.59M Buy
78,103
+10,694
+16% +$1.18M 1.63% 11
2022
Q3 		$7.42M Buy
67,409
+25,266
+60% +$2.78M 1.37% 15
2022
Q2 		$4.64M Buy
42,143
+39,957
+1,828% +$4.4M 0.87% 25
2022
Q1 		$241K Buy
+2,186
New +$241K 0.04% 243
2021
Q1 		– Sell
-2,665
Closed -$295K – 278
2020
Q4 		$295K Hold
2,665
– – 0.05% 141
2020
Q3 		$295K Sell
2,665
-1,730
-39% -$192K 0.05% 127
2020
Q2 		$487K Sell
4,395
-14,485
-77% -$1.61M 0.1% 89
2020
Q1 		$2.1M Buy
+18,880
New +$2.09M 0.53% 35
2019
Q3 		– Sell
-109
Closed -$12K – 1280
2019
Q2 		$12K Hold
109
– – ﹤0.01% 884
2019
Q1 		$12K Hold
109
– – ﹤0.01% 833
2018
Q4 		$12K Hold
109
– – 0.01% 699
2018
Q3 		$12K Hold
109
– – ﹤0.01% 763
2018
Q2 		$12K Buy
+109
New +$12K ﹤0.01% 778

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Proficio Capital Partners's SHV Position: Q1 2026 in Review

Proficio Capital Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 10% in Q1 2026, selling an estimated $324K and leaving 25,888 shares worth $2.86M. The position accounts for 0.15% of the portfolio, ranked #87.

Proficio Capital Partners first reported a position in SHV in Q2 2018 and has held it in 26 quarters since. The position peaked at $22.5M in Q1 2023. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Proficio Capital Partners held 25,888 shares of iShares 0-1 Year Treasury Bond ETF worth $2.86M as of Q1 2026.
  • Proficio Capital Partners sold 2,939 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $324K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.15% of Proficio Capital Partners's portfolio in Q1 2026, its #87 holding.
  • Proficio Capital Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2018 and has held it in 26 quarters since.
  • Proficio Capital Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $22.5M in Q1 2023.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.