SFP
SHV icon

Strategic Financial Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Strategic Financial 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
Q1 		$350K Sell
3,172
-25
-0.8% -$2.76K 0.15% 59
2025
Q4 		$352K Buy
3,197
+22
+0.7% +$2.43K 0.15% 65
2025
Q3 		$351K Buy
3,175
+80
+3% +$8.82K 0.16% 63
2025
Q2 		$342K Sell
3,095
-5
-0.2% -$551 0.16% 62
2025
Q1 		$342K Buy
3,100
+965
+45% +$106K 0.18% 55
2024
Q4 		$235K Sell
2,135
-14
-0.7% -$1.54K 0.12% 66
2024
Q3 		$238K Hold
2,149
– – 0.12% 64
2024
Q2 		$237K Sell
2,149
-20
-0.9% -$2.21K 0.13% 61
2024
Q1 		$240K Sell
2,169
-138
-6% -$15.2K 0.13% 65
2023
Q4 		$254K Buy
2,307
+49
+2% +$5.4K 0.15% 59
2023
Q3 		$249K Hold
2,258
– – 0.15% 61
2023
Q2 		$249K Buy
2,258
+70
+3% +$7.72K 0.14% 63
2023
Q1 		$242K Hold
2,188
– – 0.15% 61
2022
Q4 		$241K Sell
2,188
-25
-1% -$2.75K 0.15% 61
2022
Q3 		$243K Buy
2,213
+81
+4% +$8.91K 0.15% 55
2022
Q2 		$235K Sell
2,132
-5
-0.2% -$551 0.14% 57
2022
Q1 		$236K Sell
2,137
-221
-9% -$24.4K 0.12% 63
2021
Q4 		$260K Sell
2,358
-110
-4% -$12.1K 0.13% 61
2021
Q3 		$273K Sell
2,468
-505
-17% -$55.8K 0.15% 59
2021
Q2 		$328K Sell
2,973
-414
-12% -$45.8K 0.18% 53
2021
Q1 		$374K Sell
3,387
-281
-8% -$31.1K 0.22% 49
2020
Q4 		$405K Buy
3,668
+205
+6% +$22.7K 0.27% 47
2020
Q3 		$383K Hold
3,463
– – 0.3% 43
2020
Q2 		$383K Buy
3,463
+1,100
+47% +$122K 0.32% 41
2020
Q1 		$262K Buy
+2,363
New +$262K 0.28% 52

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Strategic Financial Partners's SHV Position: Q1 2026 in Review

Strategic Financial Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.78% in Q1 2026, selling an estimated $2.76K and leaving 3,172 shares worth $350K. The position accounts for 0.15% of the portfolio, ranked #59.

Strategic Financial Partners first reported a position in SHV in Q1 2020 and has held it in 25 quarters since. The position peaked at $405K in Q4 2020. 737 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Strategic Financial Partners held 3,172 shares of iShares 0-1 Year Treasury Bond ETF worth $350K as of Q1 2026.
  • Strategic Financial Partners sold 25 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.76K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.15% of Strategic Financial Partners's portfolio in Q1 2026, its #59 holding.
  • Strategic Financial Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Strategic Financial Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $405K in Q4 2020.
  • 737 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.