A&I Financial Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

A&I 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 Q2	–	Sell	-397,877	Closed	-$43.9M	–	83
2026 Q1	$43.9M	Buy	+397,877	New	+$43.9M	20.81%	1
2025 Q3	–	Sell	-2,290	Closed	-$253K	–	84
2025 Q2	$253K	Hold	2,290	–	–	0.14%	66
2025 Q1	$253K	Sell	2,290 -348	-13%	-$38.4K	0.17%	65
2024 Q4	$290K	Buy	+2,638	New	+$291K	0.28%	57

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

A&I Financial Services's SHV Position: Q2 2026 in Review

A&I Financial Services sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 397,877 shares — an estimated $43.9M sold.

A&I Financial Services first reported a position in SHV in Q4 2024 and held it in 4 quarters. The position peaked at $43.9M in Q1 2026. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

A&I Financial Services reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
A&I Financial Services sold 397,877 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $43.9M.
A&I Financial Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and held it in 4 quarters.
A&I Financial Services's iShares 0-1 Year Treasury Bond ETF position peaked at $43.9M in Q1 2026.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.