Turning Point Benefit Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Turning Point Benefit 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	$404K	Sell	3,657 -270	-7%	-$29.8K	0.17%	78
2026 Q1	$432K	Buy	3,927 +1,607	+69%	+$177K	0.28%	62
2025 Q4	$256K	Sell	2,320 -12,059	-84%	-$1.33M	0.13%	79
2025 Q3	$1.58M	Sell	14,379 -1,900	-12%	-$210K	0.96%	26
2025 Q2	$1.8M	Sell	16,279 -667	-4%	-$73.5K	1.36%	14
2025 Q1	$1.87M	Buy	16,946 +6,520	+63%	+$719K	1.75%	10
2024 Q4	$1.15M	Buy	+10,426	New	+$1.15M	1.09%	12

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

Turning Point Benefit Group's SHV Position: Q2 2026 in Review

Turning Point Benefit Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 6.9% in Q2 2026, selling an estimated $29.8K and leaving 3,657 shares worth $404K. The position accounts for 0.17% of the portfolio, ranked #78.

Turning Point Benefit Group first reported a position in SHV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.87M in Q1 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Turning Point Benefit Group held 3,657 shares of iShares 0-1 Year Treasury Bond ETF worth $404K as of Q2 2026.
Turning Point Benefit Group sold 270 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $29.8K.
iShares 0-1 Year Treasury Bond ETF made up 0.17% of Turning Point Benefit Group's portfolio in Q2 2026, its #78 holding.
Turning Point Benefit Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Turning Point Benefit Group's iShares 0-1 Year Treasury Bond ETF position peaked at $1.87M in Q1 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.