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 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

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Root Financial Partners's SHV Position: Q2 2026 in Review

Root Financial Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3.8% in Q2 2026, selling an estimated $11.2K and leaving 2,569 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #305.

Root Financial Partners first reported a position in SHV in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.08M in Q4 2024. 723 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Root Financial Partners held 2,569 shares of iShares 0-1 Year Treasury Bond ETF worth $283K as of Q2 2026.
Root Financial Partners sold 102 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $11.2K.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #305 holding.
Root Financial Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Root Financial Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $1.08M in Q4 2024.
723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.