AO
SHV icon

Advisor OS’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Advisor OS’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 		$850K Buy
7,706
+1,273
+20% +$140K 0.06% 226
2026
Q1 		$710K Sell
6,433
-186
-3% -$20.5K 0.05% 234
2025
Q4 		$729K Buy
6,619
+223
+3% +$24.6K 0.06% 210
2025
Q3 		$707K Buy
6,396
+54
+0.9% +$5.96K 0.06% 203
2025
Q2 		$700K Buy
6,342
+45
+0.7% +$4.96K 0.07% 201
2025
Q1 		$696K Buy
6,297
+416
+7% +$45.9K 0.08% 176
2024
Q4 		$648K Sell
5,881
-491
-8% -$54.1K 0.08% 179
2024
Q3 		$705K Buy
6,372
+1,699
+36% +$187K 0.07% 208
2024
Q2 		$516K Sell
4,673
-128
-3% -$14.1K 0.06% 244
2024
Q1 		$531K Sell
4,801
-6,879
-59% -$759K 0.06% 229
2023
Q4 		$1.29M Buy
11,680
+776
+7% +$85.5K 0.17% 109
2023
Q3 		$1.2M Buy
10,904
+758
+7% +$83.6K 0.18% 104
2023
Q2 		$1.12M Buy
+10,146
New +$1.12M 0.18% 111

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisor OS's SHV Position: Q2 2026 in Review

Advisor OS increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 20% in Q2 2026, buying an estimated $140K and bringing the position to 7,706 shares worth $850K. The position accounts for 0.06% of the portfolio, ranked #226.

Advisor OS first reported a position in SHV in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.29M in Q4 2023. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Advisor OS held 7,706 shares of iShares 0-1 Year Treasury Bond ETF worth $850K as of Q2 2026.
  • Advisor OS bought 1,273 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $140K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.06% of Advisor OS's portfolio in Q2 2026, its #226 holding.
  • Advisor OS first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Advisor OS's iShares 0-1 Year Treasury Bond ETF position peaked at $1.29M in Q4 2023.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.