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Allred Capital Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Allred Capital Management’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 		$28.8M Buy
261,023
+29,384
+13% +$3.24M 9.46% 1
2026
Q1 		$25.6M Sell
231,639
-10,062
-4% -$1.11M 9.31% 1
2025
Q4 		$26.6M Sell
241,701
-15,632
-6% -$1.72M 9.63% 1
2025
Q3 		$28.4M Sell
257,333
-26,009
-9% -$2.87M 9.9% 1
2025
Q2 		$31.3M Buy
283,342
+65,898
+30% +$7.27M 11.7% 1
2025
Q1 		$24M Sell
217,444
-6,493
-3% -$716K 9.6% 1
2024
Q4 		$24.7M Sell
223,937
-12,240
-5% -$1.35M 9.54% 1
2024
Q3 		$26.1M Sell
236,177
-104,062
-31% -$11.5M 10.28% 1
2024
Q2 		$37.6M Sell
340,239
-11,523
-3% -$1.27M 14.41% 1
2024
Q1 		$38.9M Sell
351,762
-1,855
-0.5% -$205K 15.18% 1
2023
Q4 		$38.9M Buy
353,617
+10,175
+3% +$1.12M 16.93% 1
2023
Q3 		$37.9M Buy
343,442
+44,646
+15% +$4.92M 18.9% 1
2023
Q2 		$33M Buy
298,796
+23,937
+9% +$2.64M 16.19% 1
2023
Q1 		$30.4M Sell
274,859
-8,605
-3% -$948K 16.09% 1
2022
Q4 		$31.2M Buy
283,464
+85,922
+43% +$9.44M 17.1% 1
2022
Q3 		$21.7M Buy
197,542
+111,430
+129% +$12.3M 13.55% 1
2022
Q2 		$9.48M Buy
86,112
+37,666
+78% +$4.15M 5.98% 3
2022
Q1 		$5.34M Buy
48,446
+43,667
+914% +$4.82M 2.82% 7
2021
Q4 		$527K Sell
4,779
-17
-0.4% -$1.88K 0.25% 98
2021
Q3 		$530K Sell
4,796
-50
-1% -$5.52K 0.28% 93
2021
Q2 		$535K Buy
4,846
+736
+18% +$81.3K 0.26% 99
2021
Q1 		$454K Sell
4,110
-68
-2% -$7.51K 0.21% 110
2020
Q4 		$461K Buy
4,178
+3
+0.1% +$332 0.25% 100
2020
Q3 		$462K Sell
4,175
-217
-5% -$24K 0.28% 89
2020
Q2 		$486K Sell
4,392
-1,051
-19% -$116K 0.31% 84
2020
Q1 		$604K Buy
5,443
+469
+9% +$51.9K 0.47% 61
2019
Q4 		$549K Sell
4,974
-4,684
-48% -$518K 0.3% 79
2019
Q3 		$1.07M Buy
9,658
+51
+0.5% +$5.64K 0.65% 43
2019
Q2 		$1.06M Sell
9,607
-1,350
-12% -$149K 0.6% 46
2019
Q1 		$1.21M Buy
10,957
+3,706
+51% +$409K 0.69% 40
2018
Q4 		$799K Buy
+7,251
New +$800K 0.53% 57

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

Allred Capital Management's SHV Position: Q2 2026 in Review

Allred Capital Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 13% in Q2 2026, buying an estimated $3.24M and bringing the position to 261,023 shares worth $28.8M. The position accounts for 9.46% of the portfolio, ranked #1.

Allred Capital Management first reported a position in SHV in Q4 2018 and has held it in 31 quarters since. The position peaked at $38.9M in Q4 2023. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Allred Capital Management held 261,023 shares of iShares 0-1 Year Treasury Bond ETF worth $28.8M as of Q2 2026.
  • Allred Capital Management bought 29,384 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.24M.
  • iShares 0-1 Year Treasury Bond ETF made up 9.46% of Allred Capital Management's portfolio in Q2 2026, its #1 holding.
  • Allred Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Allred Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $38.9M in Q4 2023.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Allred Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.