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

Summit Financial’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	$14M	Sell	126,844 -253,956	-67%	-$28M	0.15%	121
2026 Q1	$42M	Buy	380,800 +155,560	+69%	+$17.2M	0.54%	29
2025 Q4	$24.8M	Sell	225,240 -499	-0.2%	-$55K	0.36%	51
2025 Q3	$24.9M	Sell	225,739 -66,727	-23%	-$7.36M	0.38%	46
2025 Q2	$32.3M	Sell	292,466 -294,041	-50%	-$32.4M	0.73%	22
2025 Q1	$64.8M	Buy	+586,507	New	+$64.7M	1.82%	8
2024 Q3	–	Sell	-21,998	Closed	-$2.43M	–	552
2024 Q2	$2.43M	Sell	21,998 -9,352	-30%	-$1.03M	0.11%	137
2024 Q1	$3.47M	Buy	+31,350	New	+$3.46M	0.21%	63
2023 Q4	–	Sell	-32,585	Closed	-$3.6M	–	366
2023 Q3	$3.6M	Buy	+32,585	New	+$3.59M	0.27%	53

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Financial's SHV Position: Q2 2026 in Review

Summit Financial reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 67% in Q2 2026, selling an estimated $28M and leaving 126,844 shares worth $14M. The position accounts for 0.15% of the portfolio, ranked #121.

Summit Financial first reported a position in SHV in Q3 2023 and has held it in 9 quarters since. The position peaked at $64.8M in Q1 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Summit Financial held 126,844 shares of iShares 0-1 Year Treasury Bond ETF worth $14M as of Q2 2026.
Summit Financial sold 253,956 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $28M.
iShares 0-1 Year Treasury Bond ETF made up 0.15% of Summit Financial's portfolio in Q2 2026, its #121 holding.
Summit Financial first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and has held it in 9 quarters since.
Summit Financial's iShares 0-1 Year Treasury Bond ETF position peaked at $64.8M in Q1 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.