Sagespring Wealth Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Sagespring Wealth 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	$297K	Sell	2,693 -1,573	-37%	-$173K	﹤0.01%	694
2026 Q1	$471K	Sell	4,266 -3,494	-45%	-$385K	0.01%	512
2025 Q4	$855K	Sell	7,760 -2,082	-21%	-$230K	0.02%	334
2025 Q3	$1.09M	Buy	9,842 +6,181	+169%	+$682K	0.02%	288
2025 Q2	$404K	Buy	3,661 +1,164	+47%	+$128K	0.01%	492
2025 Q1	$276K	Buy	+2,497	New	+$275K	0.01%	542

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

Sagespring Wealth Partners's SHV Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 37% in Q2 2026, selling an estimated $173K and leaving 2,693 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

Sagespring Wealth Partners first reported a position in SHV in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.09M in Q3 2025. 724 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Sagespring Wealth Partners held 2,693 shares of iShares 0-1 Year Treasury Bond ETF worth $297K as of Q2 2026.
Sagespring Wealth Partners sold 1,573 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $173K.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #694 holding.
Sagespring Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Sagespring Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $1.09M in Q3 2025.
724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.