AFT Forsyth & Company’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

AFT Forsyth & Company’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	$579K	Sell	5,246 -168	-3%	-$18.5K	0.28%	64
2026 Q1	$598K	Sell	5,414 -692	-11%	-$76.3K	0.28%	68
2025 Q4	$673K	Sell	6,106 -689	-10%	-$76K	0.29%	68
2025 Q3	$751K	Sell	6,795 -11,959	-64%	-$1.32M	0.36%	54
2025 Q2	$2.07M	Buy	18,754 +13,309	+244%	+$1.47M	1.06%	21
2025 Q1	$601K	Buy	+5,445	New	+$601K	0.32%	68

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

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

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

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AFT Forsyth & Company's SHV Position: Q2 2026 in Review

AFT Forsyth & Company reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3.1% in Q2 2026, selling an estimated $18.5K and leaving 5,246 shares worth $579K. The position accounts for 0.28% of the portfolio, ranked #64.

AFT Forsyth & Company first reported a position in SHV in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.07M in Q2 2025. 723 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

AFT Forsyth & Company held 5,246 shares of iShares 0-1 Year Treasury Bond ETF worth $579K as of Q2 2026.
AFT Forsyth & Company sold 168 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $18.5K.
iShares 0-1 Year Treasury Bond ETF made up 0.28% of AFT Forsyth & Company's portfolio in Q2 2026, its #64 holding.
AFT Forsyth & Company first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
AFT Forsyth & Company's iShares 0-1 Year Treasury Bond ETF position peaked at $2.07M in Q2 2025.
723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on AFT Forsyth & Company's 13F filing for Q2 2026, filed 14 Aug 2026.