SFP
SHV icon

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

Shepherd 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 		$1.61M Sell
14,624
-9,971
-41% -$1.1M 0.15% 87
2025
Q4 		$2.71M Sell
24,595
-36,021
-59% -$3.97M 0.25% 67
2025
Q3 		$6.7M Buy
60,616
+40,874
+207% +$4.51M 0.64% 38
2025
Q2 		$2.18M Sell
19,742
-639
-3% -$70.5K 0.23% 72
2025
Q1 		$2.25M Sell
20,381
-2,256
-10% -$249K 0.26% 69
2024
Q4 		$2.49M Sell
22,637
-3,955
-15% -$436K 0.3% 54
2024
Q3 		$2.94M Sell
26,592
-5,233
-16% -$577K 0.35% 48
2024
Q2 		$3.52M Sell
31,825
-7,695
-19% -$849K 0.45% 37
2024
Q1 		$4.37M Buy
39,520
+215
+0.5% +$23.7K 0.57% 30
2023
Q4 		$4.33M Sell
39,305
-9,033
-19% -$996K 0.62% 23
2023
Q3 		$5.34M Buy
48,338
+16,065
+50% +$1.77M 0.84% 23
2023
Q2 		$3.56M Sell
32,273
-32,144
-50% -$3.54M 0.55% 31
2023
Q1 		$7.12M Buy
64,417
+36,812
+133% +$4.06M 1.19% 16
2022
Q4 		$3.03M Buy
27,605
+10,380
+60% +$1.14M 0.55% 35
2022
Q3 		$1.9M Buy
+17,225
New +$1.9M 0.37% 55
2020
Q3 		– Sell
-2,195
Closed -$243K – 135
2020
Q2 		$243K Buy
+2,195
New +$243K 0.07% 113
2019
Q3 		– Sell
-172,487
Closed -$19.1M – 128
2019
Q2 		$19.1M Buy
172,487
+2,136
+1% +$236K 3.59% 6
2019
Q1 		$18.8M Buy
170,351
+606
+0.4% +$66.9K 3.65% 6
2018
Q4 		$18.8M Buy
+169,745
New +$18.7M 4.08% 5
2017
Q3 		– Sell
-5,253
Closed -$579K – 117
2017
Q2 		$579K Buy
+5,253
New +$579K 0.14% 76

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 $462M AUM 52.29% 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 $424B AUM 22.94% 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

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

Shepherd Financial Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 41% in Q1 2026, selling an estimated $1.1M and leaving 14,624 shares worth $1.61M. The position accounts for 0.15% of the portfolio, ranked #87.

Shepherd Financial Partners first reported a position in SHV in Q2 2017 and has held it in 20 quarters since. The position peaked at $19.1M in Q2 2019. 737 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Shepherd Financial Partners held 14,624 shares of iShares 0-1 Year Treasury Bond ETF worth $1.61M as of Q1 2026.
  • Shepherd Financial Partners sold 9,971 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.1M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.15% of Shepherd Financial Partners's portfolio in Q1 2026, its #87 holding.
  • Shepherd Financial Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2017 and has held it in 20 quarters since.
  • Shepherd Financial Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $19.1M in Q2 2019.
  • 737 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.