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
Q2 		$352K Buy
3,187
+15
+0.5% +$1.65K 0.13% 65
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 $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
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

Strategic Financial Partners's SHV Position: Q2 2026 in Review

Strategic Financial Partners increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.47% in Q2 2026, buying an estimated $1.65K and bringing the position to 3,187 shares worth $352K. The position accounts for 0.13% of the portfolio, ranked #65.

Strategic Financial Partners first reported a position in SHV in Q1 2020 and has held it in 26 quarters since. The position peaked at $405K in Q4 2020. 723 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Strategic Financial Partners held 3,187 shares of iShares 0-1 Year Treasury Bond ETF worth $352K as of Q2 2026.
  • Strategic Financial Partners bought 15 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.65K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.13% of Strategic Financial Partners's portfolio in Q2 2026, its #65 holding.
  • Strategic Financial Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Strategic Financial Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $405K in Q4 2020.
  • 723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.