TCP Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

TCP Asset Management’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	$661K	Buy	5,991 +1,726	+40%	+$190K	0.07%	65
2026 Q1	$471K	Hold	4,265	–	–	0.06%	73
2025 Q4	$470K	Sell	4,265 -40	-0.9%	-$4.41K	0.08%	55
2025 Q3	$476K	Hold	4,305	–	–	0.08%	51
2025 Q2	$475K	Sell	4,305 -60	-1%	-$6.62K	0.09%	46
2025 Q1	$482K	Sell	4,365 -50	-1%	-$5.51K	0.11%	47
2024 Q4	$486K	Sell	4,415 -75	-2%	-$8.27K	0.11%	50
2024 Q3	$497K	Hold	4,490	–	–	0.11%	48
2024 Q2	$496K	Sell	4,490 -50	-1%	-$5.51K	0.13%	42
2024 Q1	$502K	Buy	+4,540	New	+$501K	0.13%	42

Other funds holding SHV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCA

Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

CAG

Cypress Advisory Group Scottsdale, Arizona $129M AUM 10.74% 1-Year Est. Return

FPW

Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return

NWP

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

TCP Asset Management's SHV Position: Q2 2026 in Review

TCP Asset Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 40% in Q2 2026, buying an estimated $190K and bringing the position to 5,991 shares worth $661K. The position accounts for 0.07% of the portfolio, ranked #65.

TCP Asset Management first reported a position in SHV in Q1 2024 and has held it in 10 quarters since. 123 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

TCP Asset Management held 5,991 shares of iShares 0-1 Year Treasury Bond ETF worth $661K as of Q2 2026.
TCP Asset Management bought 1,726 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $190K.
iShares 0-1 Year Treasury Bond ETF made up 0.07% of TCP Asset Management's portfolio in Q2 2026, its #65 holding.
TCP Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
123 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on TCP Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.