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Stewardship Concepts Financial Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Stewardship Concepts Financial Services’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 		$264K Sell
2,391
-4,319
-64% -$476K 0.18% 60
2026
Q1 		$741K Sell
6,710
-1,539
-19% -$170K 0.58% 31
2025
Q4 		$909K Buy
+8,249
New +$910K 0.77% 25

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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

Stewardship Concepts Financial Services's SHV Position: Q2 2026 in Review

Stewardship Concepts Financial Services reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 64% in Q2 2026, selling an estimated $476K and leaving 2,391 shares worth $264K. The position accounts for 0.18% of the portfolio, ranked #60.

Stewardship Concepts Financial Services first reported a position in SHV in Q4 2025 and has held it in 3 quarters since. The position peaked at $909K in Q4 2025. 718 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Stewardship Concepts Financial Services held 2,391 shares of iShares 0-1 Year Treasury Bond ETF worth $264K as of Q2 2026.
  • Stewardship Concepts Financial Services sold 4,319 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $476K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.18% of Stewardship Concepts Financial Services's portfolio in Q2 2026, its #60 holding.
  • Stewardship Concepts Financial Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Stewardship Concepts Financial Services's iShares 0-1 Year Treasury Bond ETF position peaked at $909K in Q4 2025.
  • 718 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Stewardship Concepts Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.