Stonebridge Financial Group, LLC/CA’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$1.19M	Buy	+10,794	New	+$1.19M	0.16%	98

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's SHV Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 10,794 shares worth $1.19M. The stake represents 0.16% of the portfolio and ranks #98 among its holdings.

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

Stonebridge Financial Group, LLC/CA held 10,794 shares of iShares 0-1 Year Treasury Bond ETF worth $1.19M as of Q2 2026.
iShares 0-1 Year Treasury Bond ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.16% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #98 holding.
626 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.