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

Richardson 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
Q1 		– Sell
-2
Closed -$220 – 653
2025
Q4 		$220 Hold
2
– – ﹤0.01% 596
2025
Q3 		$221 Hold
2
– – ﹤0.01% 508
2025
Q2 		$220 Sell
2
-1
-33% -$110 ﹤0.01% 605
2025
Q1 		$331 Hold
3
– – ﹤0.01% 591
2024
Q4 		$330 Hold
3
– – ﹤0.01% 601
2024
Q3 		$332 Hold
3
– – ﹤0.01% 594
2024
Q2 		$332 Sell
3
-4
-57% -$441 ﹤0.01% 580
2024
Q1 		$774 Sell
7
-1
-13% -$110 ﹤0.01% 576
2023
Q4 		$881 Buy
+8
New +$882 ﹤0.01% 371

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
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Richardson Financial Services's SHV Position: Q1 2026 in Review

Richardson Financial Services sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 2 shares — an estimated $220 sold.

Richardson Financial Services first reported a position in SHV in Q4 2023 and held it in 9 quarters. The position peaked at $881 in Q4 2023. 742 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Richardson Financial Services reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Richardson Financial Services sold 2 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $220.
  • Richardson Financial Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and held it in 9 quarters.
  • Richardson Financial Services's iShares 0-1 Year Treasury Bond ETF position peaked at $881 in Q4 2023.
  • 742 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.