Transcendent Capital Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Transcendent Capital Group’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	$892K	Buy	8,083 +18	+0.2%	+$1.98K	0.35%	64
2026 Q1	$890K	Buy	8,065 +11	+0.1%	+$1.21K	0.41%	52
2025 Q4	$887K	Buy	8,054 +1,906	+31%	+$210K	0.4%	53
2025 Q3	$679K	Hold	6,148	–	–	0.3%	69
2025 Q2	$679K	Sell	6,148 -12,737	-67%	-$1.4M	0.35%	61
2025 Q1	$2.09M	Sell	18,885 -600	-3%	-$66.2K	1.17%	32
2024 Q4	$2.15M	Buy	19,485 +8,904	+84%	+$982K	1.11%	29
2024 Q3	$1.17M	Hold	10,581	–	–	0.6%	47
2024 Q2	$1.17M	Sell	10,581 -2,437	-19%	-$269K	0.67%	40
2024 Q1	$1.44M	Sell	13,018 -16,416	-56%	-$1.81M	0.84%	37
2023 Q4	$3.24M	Buy	+29,434	New	+$3.24M	2.16%	17

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

Transcendent Capital Group's SHV Position: Q2 2026 in Review

Transcendent Capital Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.22% in Q2 2026, buying an estimated $1.98K and bringing the position to 8,083 shares worth $892K. The position accounts for 0.35% of the portfolio, ranked #64.

Transcendent Capital Group first reported a position in SHV in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.24M in Q4 2023. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Transcendent Capital Group held 8,083 shares of iShares 0-1 Year Treasury Bond ETF worth $892K as of Q2 2026.
Transcendent Capital Group bought 18 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.98K.
iShares 0-1 Year Treasury Bond ETF made up 0.35% of Transcendent Capital Group's portfolio in Q2 2026, its #64 holding.
Transcendent Capital Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Transcendent Capital Group's iShares 0-1 Year Treasury Bond ETF position peaked at $3.24M in Q4 2023.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Transcendent Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.