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 Q2	$7.58M	Sell	68,707 -1,357	-2%	-$150K	2.66%	13
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 $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

Adaptive Financial Consulting's SHV Position: Q2 2026 in Review

Adaptive Financial Consulting reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.9% in Q2 2026, selling an estimated $150K and leaving 68,707 shares worth $7.58M. The position accounts for 2.66% of the portfolio, ranked #13.

Adaptive Financial Consulting first reported a position in SHV in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.73M in Q1 2026. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Adaptive Financial Consulting held 68,707 shares of iShares 0-1 Year Treasury Bond ETF worth $7.58M as of Q2 2026.
Adaptive Financial Consulting sold 1,357 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $150K.
iShares 0-1 Year Treasury Bond ETF made up 2.66% of Adaptive Financial Consulting's portfolio in Q2 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 10 quarters since.
Adaptive Financial Consulting's iShares 0-1 Year Treasury Bond ETF position peaked at $7.73M in Q1 2026.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Adaptive Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.