SB
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Strategic Blueprint’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Strategic Blueprint’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 		$5.21M Sell
47,250
-685
-1% -$75.5K 0.26% 98
2026
Q1 		$5.29M Buy
47,935
+2,054
+4% +$226K 0.31% 84
2025
Q4 		$5.05M Buy
45,881
+1,461
+3% +$161K 0.3% 88
2025
Q3 		$4.91M Buy
44,420
+76
+0.2% +$8.38K 0.21% 112
2025
Q2 		$4.9M Buy
44,344
+5,247
+13% +$579K 0.24% 106
2025
Q1 		$4.32M Buy
39,097
+36,451
+1,378% +$4.02M 0.24% 103
2024
Q4 		$291K Sell
2,646
-33
-1% -$3.64K 0.02% 529
2024
Q3 		$296K Sell
2,679
-732
-21% -$80.8K 0.02% 516
2024
Q2 		$377K Buy
3,411
+347
+11% +$38.3K 0.03% 441
2024
Q1 		$339K Buy
3,064
+120
+4% +$13.2K 0.02% 466
2023
Q4 		$324K Buy
2,944
+780
+36% +$86K 0.03% 430
2023
Q3 		$239K Buy
+2,164
New +$239K 0.02% 475
2022
Q3 		– Sell
-24,223
Closed -$2.67M – 531
2022
Q2 		$2.67M Buy
24,223
+2,541
+12% +$280K 0.33% 86
2022
Q1 		$2.39M Buy
21,682
+5,400
+33% +$596K 0.28% 90
2021
Q4 		$1.8M Buy
16,282
+6,346
+64% +$701K 0.23% 97
2021
Q3 		$1.1M Sell
9,936
-558
-5% -$61.6K 0.17% 128
2021
Q2 		$1.16M Sell
10,494
-22,728
-68% -$2.51M 0.18% 117
2021
Q1 		$3.67M Sell
33,222
-1,963
-6% -$217K 0.78% 31
2020
Q4 		$3.89M Buy
+35,185
New +$3.89M 0.98% 28

Other funds holding SHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return

Strategic Blueprint's SHV Position: Q2 2026 in Review

Strategic Blueprint reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.4% in Q2 2026, selling an estimated $75.5K and leaving 47,250 shares worth $5.21M. The position accounts for 0.26% of the portfolio, ranked #98.

Strategic Blueprint first reported a position in SHV in Q4 2020 and has held it in 19 quarters since. The position peaked at $5.29M in Q1 2026. 316 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Strategic Blueprint held 47,250 shares of iShares 0-1 Year Treasury Bond ETF worth $5.21M as of Q2 2026.
  • Strategic Blueprint sold 685 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $75.5K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.26% of Strategic Blueprint's portfolio in Q2 2026, its #98 holding.
  • Strategic Blueprint first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and has held it in 19 quarters since.
  • Strategic Blueprint's iShares 0-1 Year Treasury Bond ETF position peaked at $5.29M in Q1 2026.
  • 316 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.