Advisornet Financial’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22.3M | Buy |
201,808
+29,282
| +17% | +$3.23M | 1.02% | 24 |
|
|
2026
Q1 | $19M | Buy |
172,526
+19,319
| +13% | +$2.13M | 0.99% | 24 |
|
|
2025
Q4 | $16.9M | Buy |
153,207
+5,921
| +4% | +$653K | 0.9% | 31 |
|
|
2025
Q3 | $16.3M | Buy |
147,286
+10,651
| +8% | +$1.17M | 0.92% | 28 |
|
|
2025
Q2 | $15.1M | Buy |
136,635
+11,235
| +9% | +$1.24M | 0.97% | 26 |
|
|
2025
Q1 | $13.9M | Buy |
125,400
+25,200
| +25% | +$2.78M | 1.03% | 24 |
|
|
2024
Q4 | $11M | Buy |
100,200
+28,378
| +40% | +$3.13M | 0.92% | 24 |
|
|
2024
Q3 | $7.95M | Buy |
71,822
+33,282
| +86% | +$3.67M | 0.59% | 32 |
|
|
2024
Q2 | $4.26M | Buy |
38,540
+18,064
| +88% | +$1.99M | 0.39% | 60 |
|
|
2024
Q1 | $2.26M | Buy |
20,476
+13,838
| +208% | +$1.53M | 0.22% | 112 |
|
|
2023
Q4 | $731K | Buy |
6,638
+4,294
| +183% | +$473K | 0.07% | 263 |
|
|
2023
Q3 | $259K | Sell |
2,344
-1
| -0% | -$110 | 0.02% | 409 |
|
|
2023
Q2 | $259K | Sell |
2,345
-9
| -0.4% | -$992 | 0.02% | 431 |
|
|
2023
Q1 | $260K | Sell |
2,354
-2,677
| -53% | -$295K | 0.02% | 422 |
|
|
2022
Q4 | $553K | Buy |
5,031
+3,235
| +180% | +$356K | 0.05% | 281 |
|
|
2022
Q3 | $198K | Sell |
1,796
-423
| -19% | -$46.5K | 0.02% | 503 |
|
|
2022
Q2 | $244K | Sell |
2,219
-312
| -12% | -$34.4K | 0.02% | 464 |
|
|
2022
Q1 | $279K | Buy |
2,531
+19
| +0.8% | +$2.1K | 0.02% | 479 |
|
|
2021
Q4 | $277K | Buy |
2,512
+1,814
| +260% | +$200K | 0.02% | 519 |
|
|
2021
Q3 | $77K | Buy |
698
+533
| +323% | +$58.9K | 0.01% | 875 |
|
|
2021
Q2 | $18K | Hold |
165
| – | – | ﹤0.01% | 1266 |
|
|
2021
Q1 | $18K | Hold |
165
| – | – | ﹤0.01% | 1218 |
|
|
2020
Q4 | $18K | Sell |
165
-13
| -7% | -$1.44K | ﹤0.01% | 1161 |
|
|
2020
Q3 | $20K | Buy |
+178
| New | +$19.7K | ﹤0.01% | 1102 |
|
|
2020
Q2 | – | Sell |
-131
| Closed | -$15K | – | 1908 |
|
|
2020
Q1 | $15K | Hold |
131
| – | – | ﹤0.01% | 1156 |
|
|
2019
Q4 | $14K | Buy |
+131
| New | +$14.5K | ﹤0.01% | 1295 |
|
|
2019
Q3 | – | Sell |
-185
| Closed | -$21K | – | 1942 |
|
|
2019
Q2 | $21K | Buy |
185
+1
| +0.5% | +$110 | ﹤0.01% | 1043 |
|
|
2019
Q1 | $20K | Buy |
184
+1
| +0.5% | +$110 | ﹤0.01% | 1001 |
|
|
2018
Q4 | $20K | Buy |
183
+1
| +0.5% | +$110 | ﹤0.01% | 934 |
|
|
2018
Q3 | $20K | Buy |
182
+1
| +0.6% | +$110 | ﹤0.01% | 961 |
|
|
2018
Q2 | $20K | Buy |
+181
| New | +$20K | ﹤0.01% | 946 |
|
Other funds holding SHV
NRI
BBVA
Advisornet Financial's SHV Position: Q2 2026 in Review
Advisornet Financial increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 17% in Q2 2026, buying an estimated $3.23M and bringing the position to 201,808 shares worth $22.3M. The position accounts for 1.02% of the portfolio, ranked #24.
Advisornet Financial first reported a position in SHV in Q2 2018 and has held it in 31 quarters since. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.
- Advisornet Financial held 201,808 shares of iShares 0-1 Year Treasury Bond ETF worth $22.3M as of Q2 2026.
- Advisornet Financial bought 29,282 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.23M.
- iShares 0-1 Year Treasury Bond ETF made up 1.02% of Advisornet Financial's portfolio in Q2 2026, its #24 holding.
- Advisornet Financial first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2018 and has held it in 31 quarters since.
- 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.