PFS
SHV icon

Prospera Financial Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Prospera Financial 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
Q2 		$1.51M Sell
13,676
-6,356
-32% -$701K 0.02% 601
2026
Q1 		$2.21M Buy
20,032
+4,041
+25% +$446K 0.04% 475
2025
Q4 		$1.76M Buy
15,991
+1,745
+12% +$192K 0.03% 508
2025
Q3 		$1.57M Sell
14,246
-205
-1% -$22.6K 0.03% 543
2025
Q2 		$1.6M Buy
14,451
+1,103
+8% +$122K 0.03% 522
2025
Q1 		$1.47M Buy
13,348
+3,724
+39% +$411K 0.03% 454
2024
Q4 		$1.06M Sell
9,624
-12,297
-56% -$1.36M 0.02% 524
2024
Q3 		$2.43M Buy
21,921
+10,778
+97% +$1.19M 0.06% 301
2024
Q2 		$1.23M Sell
11,143
-3,596
-24% -$397K 0.03% 451
2024
Q1 		$1.63M Sell
14,739
-449
-3% -$49.5K 0.05% 377
2023
Q4 		$1.67M Buy
15,188
+8,737
+135% +$963K 0.06% 346
2023
Q3 		$713K Sell
6,451
-8,323
-56% -$918K 0.03% 518
2023
Q2 		$1.63M Buy
14,774
+2,314
+19% +$255K 0.06% 300
2023
Q1 		$1.38M Buy
12,460
+4,863
+64% +$536K 0.06% 337
2022
Q4 		$835K Buy
+7,597
New +$835K 0.04% 403
2022
Q3 		– Sell
-825
Closed -$91K – 1463
2022
Q2 		$91K Sell
825
-255
-24% -$28.1K ﹤0.01% 914
2022
Q1 		$119K Buy
+1,080
New +$119K 0.01% 1057
2020
Q2 		– Sell
-14,000
Closed -$1.55M – 601
2020
Q1 		$1.55M Buy
+14,000
New +$1.55M 0.16% 146
2017
Q1 		– Sell
-3,830
Closed -$422K – 415
2016
Q4 		$422K Sell
3,830
-7,208
-65% -$795K 0.08% 211
2016
Q3 		$1.22M Buy
11,038
+4,537
+70% +$501K 0.24% 77
2016
Q2 		$718K Sell
6,501
-9,989
-61% -$1.1M 0.15% 122
2016
Q1 		$1.82M Sell
16,490
-7,664
-32% -$845K 0.41% 41
2015
Q4 		$2.66M Sell
24,154
-41,165
-63% -$4.54M 0.58% 30
2015
Q3 		$7.21M Buy
+65,319
New +$7.2M 1.82% 6
2015
Q2 		– Sell
-371,393
Closed -$41M – 329
2015
Q1 		$41M Buy
+371,393
New +$41M 9.12% 2

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prospera Financial Services's SHV Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 32% in Q2 2026, selling an estimated $701K and leaving 13,676 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #601.

Prospera Financial Services first reported a position in SHV in Q1 2015 and has held it in 25 quarters since. The position peaked at $41M in Q1 2015. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Prospera Financial Services held 13,676 shares of iShares 0-1 Year Treasury Bond ETF worth $1.51M as of Q2 2026.
  • Prospera Financial Services sold 6,356 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $701K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #601 holding.
  • Prospera Financial Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2015 and has held it in 25 quarters since.
  • Prospera Financial Services's iShares 0-1 Year Treasury Bond ETF position peaked at $41M in Q1 2015.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.