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

Significant 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	$228K	Buy	2,065 +13	+0.6%	+$1.43K	0.25%	92
2026 Q1	$227K	Buy	+2,052	New	+$226K	0.28%	88
2024 Q2	–	Sell	-3,712	Closed	-$410K	–	140
2024 Q1	$410K	Buy	3,712 +1,144	+45%	+$126K	0.27%	90
2023 Q4	$283K	Buy	+2,568	New	+$283K	0.21%	118

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

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

Significant Wealth Partners increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.63% in Q2 2026, buying an estimated $1.43K and bringing the position to 2,065 shares worth $228K. The position accounts for 0.25% of the portfolio, ranked #92.

Significant Wealth Partners first reported a position in SHV in Q4 2023 and has held it in 4 quarters since. The position peaked at $410K in Q1 2024. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Significant Wealth Partners held 2,065 shares of iShares 0-1 Year Treasury Bond ETF worth $228K as of Q2 2026.
Significant Wealth Partners bought 13 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.43K.
iShares 0-1 Year Treasury Bond ETF made up 0.25% of Significant Wealth Partners's portfolio in Q2 2026, its #92 holding.
Significant Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 4 quarters since.
Significant Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $410K in Q1 2024.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.