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

Advisor Resource Council’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
2025 Q2	–	Sell	-28,702	Closed	-$3.17M	–	512
2025 Q1	$3.17M	Buy	+28,702	New	+$3.17M	0.26%	103
2024 Q1	–	Sell	-31,410	Closed	-$3.46M	–	473
2023 Q4	$3.46M	Buy	+31,410	New	+$3.46M	0.4%	64
2023 Q2	–	Sell	-11,904	Closed	-$1.31M	–	249
2023 Q1	$1.31M	Buy	+11,904	New	+$1.31M	0.33%	80
2022 Q3	–	Sell	-38,831	Closed	-$4.28M	–	436
2022 Q2	$4.28M	Buy	+38,831	New	+$4.28M	0.4%	55
2022 Q1	–	Sell	-37,947	Closed	-$4.19M	–	477
2021 Q4	$4.19M	Buy	+37,947	New	+$4.19M	0.33%	63
2021 Q3	–	Sell	-37,223	Closed	-$4.11M	–	439
2021 Q2	$4.11M	Buy	+37,223	New	+$4.11M	0.43%	48

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Advisor Resource Council's SHV Position: Q2 2025 in Review

Advisor Resource Council sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 28,702 shares — an estimated $3.17M sold.

Advisor Resource Council first reported a position in SHV in Q2 2021 and held it in 6 quarters. The position peaked at $4.28M in Q2 2022. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

Advisor Resource Council reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 28,702 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $3.17M.
Advisor Resource Council first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2021 and held it in 6 quarters.
Advisor Resource Council's iShares 0-1 Year Treasury Bond ETF position peaked at $4.28M in Q2 2022.
713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.