Ted Buchan & Co’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Ted Buchan & Co’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	$413K	Sell	3,742 -160	-4%	-$17.6K	0.14%	73
2026 Q2	$431K	Buy	3,902 +2	+0.1%	+$220	0.14%	69
2026 Q1	$431K	Buy	3,900 +1	+0%	+$110	0.16%	64
2025 Q4	$430K	Buy	+3,899	New	+$430K	0.16%	64
2025 Q3	–	Sell	-6,506	Closed	-$718K	–	96
2025 Q2	$718K	Buy	6,506 +2,043	+46%	+$225K	0.29%	61
2025 Q1	$493K	Hold	4,463	–	–	0.23%	59
2024 Q4	$491K	Hold	4,463	–	–	0.23%	59
2024 Q3	$494K	Sell	4,463 -1,267	-22%	-$140K	0.23%	57
2024 Q2	$633K	Hold	5,730	–	–	0.34%	50
2024 Q1	$633K	Hold	5,730	–	–	0.39%	47
2023 Q4	$631K	Sell	5,730 -275	-5%	-$30.3K	0.46%	46
2023 Q3	$663K	Sell	6,005 -45	-0.7%	-$4.96K	0.53%	41
2023 Q2	$668K	Hold	6,050	–	–	0.51%	44
2023 Q1	$669K	Sell	6,050 -105	-2%	-$11.6K	0.56%	40
2022 Q4	$677K	Buy	+6,155	New	+$677K	0.63%	40

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

Ted Buchan & Co's SHV Position: Q3 2026 in Review

Ted Buchan & Co reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 4.1% in Q3 2026, selling an estimated $17.6K and leaving 3,742 shares worth $413K. The position accounts for 0.14% of the portfolio, ranked #73.

Ted Buchan & Co first reported a position in SHV in Q4 2022 and has held it in 15 quarters since. The position peaked at $718K in Q2 2025. 222 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Ted Buchan & Co held 3,742 shares of iShares 0-1 Year Treasury Bond ETF worth $413K as of Q3 2026.
Ted Buchan & Co sold 160 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $17.6K.
iShares 0-1 Year Treasury Bond ETF made up 0.14% of Ted Buchan & Co's portfolio in Q3 2026, its #73 holding.
Ted Buchan & Co first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Ted Buchan & Co's iShares 0-1 Year Treasury Bond ETF position peaked at $718K in Q2 2025.
222 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Ted Buchan & Co's 13F filing for Q3 2026, filed 23 Oct 2026.