SFG
SHV icon

Sage Financial Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Sage Financial Group’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 		$553K Sell
5,007
-450
-8% -$49.6K 0.03% 79
2026
Q1 		$602K Buy
5,457
+32
+0.6% +$3.53K 0.04% 69
2025
Q4 		$598K Buy
5,425
+2,135
+65% +$235K 0.04% 69
2025
Q3 		$364K Buy
3,290
+90
+3% +$9.93K 0.02% 80
2025
Q2 		$353K Buy
+3,200
New +$353K 0.03% 82

Other funds holding SHV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
AZ
Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return
LAS
Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SCA
Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

Sage Financial Group's SHV Position: Q2 2026 in Review

Sage Financial Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 8.2% in Q2 2026, selling an estimated $49.6K and leaving 5,007 shares worth $553K. The position accounts for 0.03% of the portfolio, ranked #79.

Sage Financial Group first reported a position in SHV in Q2 2025 and has held it in 5 quarters since. The position peaked at $602K in Q1 2026. 155 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Sage Financial Group held 5,007 shares of iShares 0-1 Year Treasury Bond ETF worth $553K as of Q2 2026.
  • Sage Financial Group sold 450 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $49.6K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.03% of Sage Financial Group's portfolio in Q2 2026, its #79 holding.
  • Sage Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Sage Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $602K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.