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Signature Equity Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Signature Equity 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 		$36K Buy
326
+260
+394% +$28.7K 0.02% 502
2026
Q1 		$7.3K Buy
+66
New +$7.28K ﹤0.01% 877

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

Signature Equity Partners's SHV Position: Q2 2026 in Review

Signature Equity Partners increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 394% in Q2 2026, buying an estimated $28.7K and bringing the position to 326 shares worth $36K. The position accounts for 0.02% of the portfolio, ranked #502.

Signature Equity Partners first reported a position in SHV in Q1 2026 and has held it in 2 quarters since. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Signature Equity Partners held 326 shares of iShares 0-1 Year Treasury Bond ETF worth $36K as of Q2 2026.
  • Signature Equity Partners bought 260 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $28.7K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.02% of Signature Equity Partners's portfolio in Q2 2026, its #502 holding.
  • Signature Equity Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.