SWP
SHV icon

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

Summit Wealth 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 		$233K Hold
2,107
– – 0.03% 263
2026
Q1 		$233K Sell
2,107
-108
-5% -$11.9K 0.04% 248
2025
Q4 		$244K Sell
2,215
-33
-1% -$3.64K 0.05% 183
2025
Q3 		$248K Hold
2,248
– – 0.04% 192
2025
Q2 		$248K Hold
2,248
– – 0.05% 198
2025
Q1 		$248K Hold
2,248
– – 0.05% 186
2024
Q4 		$248K Hold
2,248
– – 0.05% 181
2024
Q3 		$249K Buy
+2,248
New +$248K 0.05% 210

Other funds holding SHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Summit Wealth Partners's SHV Position: Q2 2026 in Review

Summit Wealth Partners held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 2,107 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #263.

Summit Wealth Partners first reported a position in SHV in Q3 2024 and has held it in 8 quarters since. The position peaked at $249K in Q3 2024. 378 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Summit Wealth Partners held 2,107 shares of iShares 0-1 Year Treasury Bond ETF worth $233K as of Q2 2026.
  • Summit Wealth Partners left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.03% of Summit Wealth Partners's portfolio in Q2 2026, its #263 holding.
  • Summit Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Summit Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $249K in Q3 2024.
  • 378 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

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