Spartan Planning & Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Spartan Planning & Wealth Management’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	$5.69M	Buy	51,572 +48,493	+1,575%	+$5.35M	4.21%	9
2025 Q4	$339K	Buy	+3,079	New	+$340K	0.25%	58
2025 Q3	–	Sell	-3,577	Closed	-$395K	–	87
2025 Q2	$395K	Sell	3,577 -3,794	-51%	-$418K	0.34%	49
2025 Q1	$814K	Sell	7,371 -26,327	-78%	-$2.9M	0.79%	31
2024 Q4	$3.71M	Buy	+33,698	New	+$3.72M	3.39%	11
2023 Q4	$4.51K	Sell	41 -29,090	-100%	-$3.21M	﹤0.01%	171
2023 Q3	$3.22M	Buy	+29,131	New	+$3.21M	3.77%	6
2022 Q4	$2.5M	Sell	22,754 -127,568	-85%	-$14M	3.12%	6
2022 Q3	$16.5M	Sell	150,322 -48,976	-25%	-$5.39M	21.64%	2
2022 Q2	$21.9M	Buy	199,298 +152,296	+324%	+$16.8M	29.29%	2
2022 Q1	$5.18M	Buy	+47,002	New	+$5.18M	6.48%	6

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Spartan Planning & Wealth Management's SHV Position: Q1 2026 in Review

Spartan Planning & Wealth Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1,575% in Q1 2026, buying an estimated $5.35M and bringing the position to 51,572 shares worth $5.69M. The position accounts for 4.21% of the portfolio, ranked #9.

Spartan Planning & Wealth Management first reported a position in SHV in Q1 2022 and has held it in 11 quarters since. The position peaked at $21.9M in Q2 2022. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Spartan Planning & Wealth Management held 51,572 shares of iShares 0-1 Year Treasury Bond ETF worth $5.69M as of Q1 2026.
Spartan Planning & Wealth Management bought 48,493 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $5.35M.
iShares 0-1 Year Treasury Bond ETF made up 4.21% of Spartan Planning & Wealth Management's portfolio in Q1 2026, its #9 holding.
Spartan Planning & Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and has held it in 11 quarters since.
Spartan Planning & Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $21.9M in Q2 2022.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.