SFP
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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
Q2 		$1.94M Buy
17,551
+2,927
+20% +$323K 0.16% 85
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 $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Shepherd Financial Partners increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 20% in Q2 2026, buying an estimated $323K and bringing the position to 17,551 shares worth $1.94M. The position accounts for 0.16% of the portfolio, ranked #85.

Shepherd Financial Partners first reported a position in SHV in Q2 2017 and has held it in 21 quarters since. The position peaked at $19.1M in Q2 2019. 724 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Shepherd Financial Partners held 17,551 shares of iShares 0-1 Year Treasury Bond ETF worth $1.94M as of Q2 2026.
  • Shepherd Financial Partners bought 2,927 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $323K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.16% of Shepherd Financial Partners's portfolio in Q2 2026, its #85 holding.
  • Shepherd Financial Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2017 and has held it in 21 quarters since.
  • Shepherd Financial Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $19.1M in Q2 2019.
  • 724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.