AR
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Advisory Research’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Advisory Research’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 		$4.1M Hold
37,117
– – 0.41% 49
2026
Q1 		$4.1M Buy
37,117
+3,626
+11% +$400K 0.5% 43
2025
Q4 		$3.69M Sell
33,491
-2,267
-6% -$250K 0.46% 43
2025
Q3 		$3.95M Sell
35,758
-6,345
-15% -$700K 0.52% 40
2025
Q2 		$4.65M Hold
42,103
– – 0.71% 37
2025
Q1 		$4.65M Sell
42,103
-9,985
-19% -$1.1M 0.82% 36
2024
Q4 		$5.74M Buy
52,088
+9,990
+24% +$1.1M 0.95% 32
2024
Q3 		$4.66M Sell
42,098
-16,180
-28% -$1.79M 0.83% 36
2024
Q2 		$6.44M Buy
58,278
+6,805
+13% +$750K 1.21% 29
2024
Q1 		$5.69M Sell
51,473
-9,070
-15% -$1M 1.13% 30
2023
Q4 		$6.67M Buy
60,543
+12,995
+27% +$1.43M 1.03% 20
2023
Q3 		$5.25M Sell
47,548
-4,530
-9% -$499K 0.73% 28
2023
Q2 		$5.75M Buy
52,078
+22,530
+76% +$2.48M 0.74% 27
2023
Q1 		$3.27M Buy
29,548
+10
+0% +$1.1K 0.54% 45
2022
Q4 		$3.25M Sell
29,538
-905
-3% -$99.5K 0.31% 55
2022
Q3 		$3.35M Buy
+30,443
New +$3.35M 0.33% 58
2022
Q2 		– Sell
-3,190
Closed -$352K – 422
2022
Q1 		$352K Sell
3,190
-7,710
-71% -$850K 0.03% 286
2021
Q4 		$1.2M Hold
10,900
– – 0.09% 180
2021
Q3 		$1.2M Hold
10,900
– – 0.08% 174
2021
Q2 		$1.2M Buy
10,900
+6,340
+139% +$701K 0.08% 190
2021
Q1 		$504K Sell
4,560
-8,180
-64% -$904K 0.04% 260
2020
Q4 		$1.41M Buy
12,740
+930
+8% +$103K 0.1% 158
2020
Q3 		$1.31M Sell
11,810
-12,950
-52% -$1.43M 0.13% 148
2020
Q2 		$2.74M Buy
24,760
+2,250
+10% +$249K 0.24% 98
2020
Q1 		$2.5M Buy
+22,510
New +$2.49M 0.17% 75

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

Advisory Research's SHV Position: Q2 2026 in Review

Advisory Research held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 37,117 shares worth $4.1M. The position accounts for 0.41% of the portfolio, ranked #49.

Advisory Research first reported a position in SHV in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.67M in Q4 2023. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Advisory Research held 37,117 shares of iShares 0-1 Year Treasury Bond ETF worth $4.1M as of Q2 2026.
  • Advisory Research left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.41% of Advisory Research's portfolio in Q2 2026, its #49 holding.
  • Advisory Research first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Advisory Research's iShares 0-1 Year Treasury Bond ETF position peaked at $6.67M in Q4 2023.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.