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

Quartz 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 Q3	$1.44M	Buy	+13,072	New	+$1.44M	0.44%	55

Other funds holding SHV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $796M AUM 17.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Quartz Partners's SHV Position: Q3 2026 in Review

Quartz Partners opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2026: 13,072 shares worth $1.44M. The stake represents 0.44% of the portfolio and ranks #55 among its holdings.

507 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Quartz Partners held 13,072 shares of iShares 0-1 Year Treasury Bond ETF worth $1.44M as of Q3 2026.
iShares 0-1 Year Treasury Bond ETF was a new Quartz Partners position in Q3 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.44% of Quartz Partners's portfolio in Q3 2026, its #55 holding.
507 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Quartz Partners's 13F filing for Q3 2026, filed 3 Nov 2026.