Tempus Wealth Planning’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Tempus Wealth Planning’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	$2.15M	Sell	19,505 -2,932	-13%	-$323K	0.42%	65
2026 Q1	$2.48M	Buy	22,437 +4,284	+24%	+$472K	0.57%	40
2025 Q4	$2M	Sell	18,153 -1,807	-9%	-$199K	0.46%	50
2025 Q3	$2.21M	Sell	19,960 -7,240	-27%	-$798K	0.51%	47
2025 Q2	$3M	Buy	27,200 +10,792	+66%	+$1.19M	0.75%	30
2025 Q1	$1.81M	Buy	16,408 +9,385	+134%	+$1.04M	0.54%	49
2024 Q4	$773K	Buy	7,023 +2,033	+41%	+$224K	0.24%	107
2024 Q3	$552K	Buy	+4,990	New	+$551K	0.2%	117
2021 Q2	–	Sell	-2,070	Closed	-$229K	–	154
2021 Q1	$229K	Hold	2,070	–	–	0.24%	87
2020 Q4	$229K	Hold	2,070	–	–	0.3%	67
2020 Q3	$229K	Hold	2,070	–	–	0.33%	64
2020 Q2	$229K	Hold	2,070	–	–	0.34%	58
2020 Q1	$230K	Sell	2,070 -338	-14%	-$37.4K	0.38%	55
2019 Q4	$266K	Buy	+2,408	New	+$266K	0.23%	66

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

Tempus Wealth Planning's SHV Position: Q2 2026 in Review

Tempus Wealth Planning reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 13% in Q2 2026, selling an estimated $323K and leaving 19,505 shares worth $2.15M. The position accounts for 0.42% of the portfolio, ranked #65.

Tempus Wealth Planning first reported a position in SHV in Q4 2019 and has held it in 14 quarters since. The position peaked at $3M in Q2 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Tempus Wealth Planning held 19,505 shares of iShares 0-1 Year Treasury Bond ETF worth $2.15M as of Q2 2026.
Tempus Wealth Planning sold 2,932 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $323K.
iShares 0-1 Year Treasury Bond ETF made up 0.42% of Tempus Wealth Planning's portfolio in Q2 2026, its #65 holding.
Tempus Wealth Planning first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 14 quarters since.
Tempus Wealth Planning's iShares 0-1 Year Treasury Bond ETF position peaked at $3M in Q2 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.