Tompkins Financial’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Tompkins Financial’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	$400K	Hold	3,626	–	–	0.03%	149
2026 Q1	$400K	Hold	3,626	–	–	0.03%	136
2025 Q4	$399K	Hold	3,626	–	–	0.03%	141
2025 Q3	$401K	Hold	3,626	–	–	0.03%	144
2025 Q2	$400K	Buy	+3,626	New	+$400K	0.04%	135
2024 Q4	–	Sell	-900	Closed	-$99.6K	–	585
2024 Q3	$99.6K	Hold	900	–	–	0.01%	270
2024 Q2	$99.5K	Hold	900	–	–	0.01%	270
2024 Q1	$99.5K	Hold	900	–	–	0.01%	274
2023 Q4	$99.1K	Hold	900	–	–	0.01%	271
2023 Q3	$99.4K	Sell	900 -100	-10%	-$11K	0.02%	249
2023 Q2	$110K	Hold	1,000	–	–	0.02%	247
2023 Q1	$111K	Hold	1,000	–	–	0.02%	246
2022 Q4	$110K	Hold	1,000	–	–	0.02%	247
2022 Q3	$110K	Hold	1,000	–	–	0.02%	244
2022 Q2	$110K	Hold	1,000	–	–	0.02%	250
2022 Q1	$110K	Buy	+1,000	New	+$110K	0.02%	277

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

Tompkins Financial's SHV Position: Q2 2026 in Review

Tompkins Financial held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 3,626 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #149.

Tompkins Financial first reported a position in SHV in Q1 2022 and has held it in 16 quarters since. The position peaked at $401K in Q3 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Tompkins Financial held 3,626 shares of iShares 0-1 Year Treasury Bond ETF worth $400K as of Q2 2026.
Tompkins Financial left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.03% of Tompkins Financial's portfolio in Q2 2026, its #149 holding.
Tompkins Financial first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and has held it in 16 quarters since.
Tompkins Financial's iShares 0-1 Year Treasury Bond ETF position peaked at $401K in Q3 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.