Root Financial Partners
SHV icon

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

Root Financial 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 		$854K Buy
7,744
+5,175
+201% +$570K 0.03% 157
2026
Q2 		$283K Sell
2,569
-102
-4% -$11.2K 0.01% 305
2026
Q1 		$295K Sell
2,671
-296
-10% -$32.6K 0.01% 252
2025
Q4 		$327K Sell
2,967
-1,262
-30% -$139K 0.02% 220
2025
Q3 		$467K Sell
4,229
-4,273
-50% -$471K 0.03% 155
2025
Q2 		$939K Sell
8,502
-236
-3% -$26K 0.09% 77
2025
Q1 		$965K Sell
8,738
-1,060
-11% -$117K 0.1% 70
2024
Q4 		$1.08M Buy
9,798
+3,141
+47% +$346K 0.13% 57
2024
Q3 		$736K Sell
6,657
-420
-6% -$46.3K 0.12% 65
2024
Q2 		$782K Sell
7,077
-27
-0.4% -$2.98K 0.18% 46
2024
Q1 		$785K Buy
7,104
+646
+10% +$71.3K 0.23% 41
2023
Q4 		$711K Buy
6,458
+622
+11% +$68.6K 0.27% 41
2023
Q3 		$645K Buy
+5,836
New +$643K 0.34% 32

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Americana Partners
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Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
White Lighthouse Investment Management
White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Able Wealth Management
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AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

Root Financial Partners's SHV Position: Q3 2026 in Review

Root Financial Partners increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 201% in Q3 2026, buying an estimated $570K and bringing the position to 7,744 shares worth $854K. The position accounts for 0.03% of the portfolio, ranked #157.

Root Financial Partners first reported a position in SHV in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.08M in Q4 2024. 307 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Root Financial Partners held 7,744 shares of iShares 0-1 Year Treasury Bond ETF worth $854K as of Q3 2026.
  • Root Financial Partners bought 5,175 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $570K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #157 holding.
  • Root Financial Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • Root Financial Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $1.08M in Q4 2024.
  • 307 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.