ASG
SHV icon

Advisory Solutions Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Advisory Solutions Group’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
Q3 		$423K Sell
3,832
-276
-7% -$30.4K 0.09% 184
2026
Q2 		$453K Buy
+4,108
New +$453K 0.15% 124

Other funds holding SHV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria Madrid, Spain $15.5B AUM 32.38% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Advisory Solutions Group's SHV Position: Q3 2026 in Review

Advisory Solutions Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 6.7% in Q3 2026, selling an estimated $30.4K and leaving 3,832 shares worth $423K. The position accounts for 0.09% of the portfolio, ranked #184.

Advisory Solutions Group first reported a position in SHV in Q2 2026 and has held it in 2 quarters since. The position peaked at $453K in Q2 2026. 678 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Advisory Solutions Group held 3,832 shares of iShares 0-1 Year Treasury Bond ETF worth $423K as of Q3 2026.
  • Advisory Solutions Group sold 276 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $30.4K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.09% of Advisory Solutions Group's portfolio in Q3 2026, its #184 holding.
  • Advisory Solutions Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Advisory Solutions Group's iShares 0-1 Year Treasury Bond ETF position peaked at $453K in Q2 2026.
  • 678 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.