TF
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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
Q3 		$400K Hold
3,626
– – 0.03% 147
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

TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

Tompkins Financial's SHV Position: Q3 2026 in Review

Tompkins Financial held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q3 2026 at 3,626 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #147.

Tompkins Financial first reported a position in SHV in Q1 2022 and has held it in 17 quarters since. The position peaked at $401K in Q3 2025. 39 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Tompkins Financial held 3,626 shares of iShares 0-1 Year Treasury Bond ETF worth $400K as of Q3 2026.
  • Tompkins Financial left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q3 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.03% of Tompkins Financial's portfolio in Q3 2026, its #147 holding.
  • Tompkins Financial first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Tompkins Financial's iShares 0-1 Year Treasury Bond ETF position peaked at $401K in Q3 2025.
  • 39 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.