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

Valpey 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 		$551K Sell
4,991
-714
-13% -$78.7K 0.36% 53
2025
Q4 		$628K Sell
5,705
-939
-14% -$104K 0.4% 50
2025
Q3 		$734K Sell
6,644
-143
-2% -$15.8K 0.48% 46
2025
Q2 		$749K Buy
+6,787
New +$748K 0.52% 43

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
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

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

Valpey Financial Services reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 13% in Q1 2026, selling an estimated $78.7K and leaving 4,991 shares worth $551K. The position accounts for 0.36% of the portfolio, ranked #53.

Valpey Financial Services first reported a position in SHV in Q2 2025 and has held it in 4 quarters since. The position peaked at $749K in Q2 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Valpey Financial Services held 4,991 shares of iShares 0-1 Year Treasury Bond ETF worth $551K as of Q1 2026.
  • Valpey Financial Services sold 714 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $78.7K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.36% of Valpey Financial Services's portfolio in Q1 2026, its #53 holding.
  • Valpey Financial Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Valpey Financial Services's iShares 0-1 Year Treasury Bond ETF position peaked at $749K in Q2 2025.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Valpey Financial Services's 13F filing for Q1 2026, filed 11 May 2026.