Sovereign Financial Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Sovereign Financial Group’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	$906K	Sell	8,211 -147	-2%	-$16.2K	0.14%	137
2026 Q1	$923K	Buy	8,358 +1,815	+28%	+$200K	0.16%	121
2025 Q4	$721K	Sell	6,543 -817	-11%	-$90.1K	0.12%	147
2025 Q3	$813K	Sell	7,360 -400	-5%	-$44.1K	0.15%	128
2025 Q2	$857K	Buy	7,760 +967	+14%	+$107K	0.18%	109
2025 Q1	$750K	Buy	6,793 +45	+0.7%	+$4.96K	0.17%	110
2024 Q4	$743K	Buy	6,748 +1,590	+31%	+$175K	0.17%	115
2024 Q3	$571K	Buy	5,158 +55	+1%	+$6.07K	0.13%	143
2024 Q2	$564K	Buy	5,103 +2,655	+108%	+$293K	0.14%	134
2024 Q1	$271K	Buy	+2,448	New	+$270K	0.07%	228

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

Sovereign Financial Group's SHV Position: Q2 2026 in Review

Sovereign Financial Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.8% in Q2 2026, selling an estimated $16.2K and leaving 8,211 shares worth $906K. The position accounts for 0.14% of the portfolio, ranked #137.

Sovereign Financial Group first reported a position in SHV in Q1 2024 and has held it in 10 quarters since. The position peaked at $923K in Q1 2026. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Sovereign Financial Group held 8,211 shares of iShares 0-1 Year Treasury Bond ETF worth $906K as of Q2 2026.
Sovereign Financial Group sold 147 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $16.2K.
iShares 0-1 Year Treasury Bond ETF made up 0.14% of Sovereign Financial Group's portfolio in Q2 2026, its #137 holding.
Sovereign Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Sovereign Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $923K in Q1 2026.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.