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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
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

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Root Financial Partners's SHV Position: Q1 2026 in Review

Root Financial Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 10% in Q1 2026, selling an estimated $32.6K and leaving 2,671 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #252.

Root Financial Partners first reported a position in SHV in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.08M in Q4 2024. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Root Financial Partners held 2,671 shares of iShares 0-1 Year Treasury Bond ETF worth $295K as of Q1 2026.
  • Root Financial Partners sold 296 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $32.6K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #252 holding.
  • Root Financial Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • Root Financial Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $1.08M in Q4 2024.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.