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

Revolve Wealth 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 Q2	$380K	Buy	+3,440	New	+$379K	0.04%	234
2025 Q1	–	Sell	-3,526	Closed	-$388K	–	241
2024 Q4	$388K	Buy	+3,526	New	+$389K	0.06%	139

Other funds holding SHV

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Baring Financial Bellingham, Washington $181M AUM 20.14% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return