TFS
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Thoroughbred Financial Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Thoroughbred Financial Services’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
Q1 		– Sell
-1,902
Closed -$209K – 599
2025
Q4 		$209K Buy
+1,902
New +$210K 0.01% 553

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LPL Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Thoroughbred Financial Services's SHV Position: Q1 2026 in Review

Thoroughbred Financial Services sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 1,902 shares — an estimated $209K sold.

Thoroughbred Financial Services first reported a position in SHV in Q4 2025 and held it in 1 quarter. The position peaked at $209K in Q4 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Thoroughbred Financial Services reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Thoroughbred Financial Services sold 1,902 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $209K.
  • Thoroughbred Financial Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
  • Thoroughbred Financial Services's iShares 0-1 Year Treasury Bond ETF position peaked at $209K in Q4 2025.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.