Advisors Preferred’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Advisors Preferred’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 Q1	–	Sell	-6,423	Closed	-$707K	–	324
2024 Q4	$707K	Buy	+6,423	New	+$708K	0.11%	88
2022 Q3	–	Sell	-146,000	Closed	-$16.1M	–	175
2022 Q2	$16.1M	Buy	146,000 +7,000	+5%	+$771K	4.19%	9
2022 Q1	$15.3M	Sell	139,000 -12,000	-8%	-$1.32M	1.23%	18
2021 Q4	$16.7M	Sell	151,000 -188,357	-56%	-$20.8M	1.62%	14
2021 Q3	$24M	Buy	339,357 +209,509	+161%	+$23.1M	3.33%	6
2021 Q2	$14.3M	Buy	129,848 +30,848	+31%	+$3.41M	1.42%	19
2021 Q1	$10.9M	Buy	99,000 +13,000	+15%	+$1.44M	1.56%	16
2020 Q4	$9.51M	Buy	86,000 +41,650	+94%	+$4.61M	1.77%	20
2020 Q3	$4.91M	Buy	44,350 +15,700	+55%	+$1.74M	0.98%	19
2020 Q2	$3.17M	Buy	28,650 +9,850	+52%	+$1.09M	0.89%	21
2020 Q1	$2.09M	Buy	18,800 +1,150	+7%	+$127K	1.28%	24
2019 Q4	$1.95M	Sell	17,650 -36,600	-67%	-$4.05M	0.53%	25
2019 Q3	$6M	Buy	+54,250	New	+$6M	1.5%	15
2016 Q1	–	Sell	-113	Closed	-$13K	–	265
2015 Q4	$13K	Buy	+113	New	+$12.5K	0.01%	164
2014 Q2	–	Sell	-13,742	Closed	-$1.52M	–	434
2014 Q1	$1.52M	Buy	13,742 +59	+0.4%	+$6.5K	0.69%	55
2013 Q4	$1.51M	Buy	+13,683	New	+$1.51M	0.83%	39

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Advisors Preferred's SHV Position: Q1 2025 in Review

Advisors Preferred sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2025, closing a stake of 6,423 shares — an estimated $707K sold.

Advisors Preferred first reported a position in SHV in Q4 2013 and held it in 16 quarters. The position peaked at $24M in Q3 2021. 722 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

Advisors Preferred reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Advisors Preferred sold 6,423 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $707K.
Advisors Preferred first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2013 and held it in 16 quarters.
Advisors Preferred's iShares 0-1 Year Treasury Bond ETF position peaked at $24M in Q3 2021.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Advisors Preferred's 13F filing for Q1 2025, filed 6 May 2025.