Vista Capital Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Vista Capital Partners’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	$878K	Buy	+7,952	New	+$877K	0.08%	68

Other funds holding SHV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HAFG

Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return

Vista Capital Partners's SHV Position: Q2 2026 in Review

Vista Capital Partners opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 7,952 shares worth $878K. The stake represents 0.08% of the portfolio and ranks #68 among its holdings.

334 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Vista Capital Partners held 7,952 shares of iShares 0-1 Year Treasury Bond ETF worth $878K as of Q2 2026.
iShares 0-1 Year Treasury Bond ETF was a new Vista Capital Partners position in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.08% of Vista Capital Partners's portfolio in Q2 2026, its #68 holding.
334 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Vista Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.