Adaptive Financial Consulting’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Adaptive Financial Consulting’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	$7.73M	Buy	70,064 +3,800	+6%	+$419K	2.96%	13
2025 Q4	$7.3M	Buy	66,264 +880	+1%	+$97K	2.84%	13
2025 Q3	$7.22M	Hold	65,384	–	–	2.89%	13
2025 Q2	$7.22M	Buy	65,384 +2,694	+4%	+$297K	3.01%	13
2025 Q1	$6.92M	Buy	62,690 +69	+0.1%	+$7.61K	2.97%	13
2024 Q4	$6.9M	Hold	62,621	–	–	2.86%	13
2024 Q3	$6.93M	Sell	62,621 -428	-0.7%	-$47.2K	2.82%	13
2024 Q2	$6.97M	Hold	63,049	–	–	3.02%	13
2024 Q1	$6.97M	Buy	+63,049	New	+$6.96M	3.11%	13

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Adaptive Financial Consulting's SHV Position: Q1 2026 in Review

Adaptive Financial Consulting increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 5.7% in Q1 2026, buying an estimated $419K and bringing the position to 70,064 shares worth $7.73M. The position accounts for 2.96% of the portfolio, ranked #13.

Adaptive Financial Consulting first reported a position in SHV in Q1 2024 and has held it in 9 quarters since. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

Adaptive Financial Consulting held 70,064 shares of iShares 0-1 Year Treasury Bond ETF worth $7.73M as of Q1 2026.
Adaptive Financial Consulting bought 3,800 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $419K.
iShares 0-1 Year Treasury Bond ETF made up 2.96% of Adaptive Financial Consulting's portfolio in Q1 2026, its #13 holding.
Adaptive Financial Consulting first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Adaptive Financial Consulting's 13F filing for Q1 2026, filed 5 May 2026.