Prosperity Financial Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Prosperity Financial Group’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	–	Sell	-2,791	Closed	-$308K	–	200
2026 Q1	$308K	Buy	+2,791	New	+$308K	0.11%	142
2025 Q1	–	Sell	-2,484	Closed	-$274K	–	191
2024 Q4	$274K	Buy	+2,484	New	+$274K	0.14%	125
2023 Q4	–	Sell	-4,455	Closed	-$492K	–	137
2023 Q3	$492K	Buy	4,455 +1,524	+52%	+$168K	0.41%	54
2023 Q2	$324K	Buy	2,931 +1,120	+62%	+$123K	0.29%	81
2023 Q1	$200K	Buy	+1,811	New	+$199K	0.2%	98

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

Prosperity Financial Group's SHV Position: Q2 2026 in Review

Prosperity Financial Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 2,791 shares — an estimated $308K sold.

Prosperity Financial Group first reported a position in SHV in Q1 2023 and held it in 5 quarters. The position peaked at $492K in Q3 2023. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Prosperity Financial Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Prosperity Financial Group sold 2,791 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $308K.
Prosperity Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and held it in 5 quarters.
Prosperity Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $492K in Q3 2023.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.