Sweeney & Michel’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Sweeney & Michel’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 Q3	$2.11M	Buy	19,130 +158	+0.8%	+$17.4K	0.56%	33
2026 Q2	$2.09M	Sell	18,972 -1,869	-9%	-$206K	0.55%	34
2026 Q1	$2.3M	Buy	20,841 +131	+0.6%	+$14.4K	0.68%	28
2025 Q4	$2.28M	Buy	20,710 +490	+2%	+$54K	0.67%	28
2025 Q3	$2.23M	Buy	20,220 +1,852	+10%	+$204K	0.75%	28
2025 Q2	$2.02M	Buy	18,368 +10,165	+124%	+$1.12M	0.72%	26
2025 Q1	$904K	Buy	+8,203	New	+$905K	0.4%	44

Other funds holding SHV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return

Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Bull Oak Capital San Diego, California $306M AUM 13.34% 1-Year Est. Return

Sweeney & Michel's SHV Position: Q3 2026 in Review

Sweeney & Michel increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.83% in Q3 2026, buying an estimated $17.4K and bringing the position to 19,130 shares worth $2.11M. The position accounts for 0.56% of the portfolio, ranked #33.

Sweeney & Michel first reported a position in SHV in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.3M in Q1 2026. 222 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Sweeney & Michel held 19,130 shares of iShares 0-1 Year Treasury Bond ETF worth $2.11M as of Q3 2026.
Sweeney & Michel bought 158 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $17.4K.
iShares 0-1 Year Treasury Bond ETF made up 0.56% of Sweeney & Michel's portfolio in Q3 2026, its #33 holding.
Sweeney & Michel first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2025 and has held it in 7 quarters since.
Sweeney & Michel's iShares 0-1 Year Treasury Bond ETF position peaked at $2.3M in Q1 2026.
222 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.