AF
SHV icon

Allworth Financial’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Allworth Financial’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 		$1.31M Sell
11,874
-3,226
-21% -$356K 0.01% 643
2026
Q1 		$1.67M Sell
15,100
-1,358
-8% -$150K 0.01% 580
2025
Q4 		$1.81M Sell
16,458
-7,785
-32% -$858K 0.01% 545
2025
Q3 		$2.68M Sell
24,243
-68
-0.3% -$7.5K 0.01% 449
2025
Q2 		$2.68M Sell
24,311
-1,081
-4% -$119K 0.01% 429
2025
Q1 		$2.8M Buy
25,392
+651
+3% +$71.8K 0.02% 345
2024
Q4 		$2.73M Sell
24,741
-1,479
-6% -$163K 0.02% 345
2024
Q3 		$2.9M Sell
26,220
-1,282
-5% -$141K 0.02% 276
2024
Q2 		$3.04M Buy
27,502
+3,964
+17% +$437K 0.02% 264
2024
Q1 		$2.6M Sell
23,538
-5,664
-19% -$625K 0.02% 273
2023
Q4 		$3.22M Sell
29,202
-22,053
-43% -$2.43M 0.02% 239
2023
Q3 		$5.66M Sell
51,255
-14,316
-22% -$1.58M 0.05% 157
2023
Q2 		$7.24M Sell
65,571
-38,741
-37% -$4.27M 0.06% 130
2023
Q1 		$11.5M Buy
104,312
+47,210
+83% +$5.2M 0.12% 90
2022
Q4 		$6.28M Buy
57,102
+42,220
+284% +$4.64M 0.07% 123
2022
Q3 		$1.64M Buy
14,882
+4,058
+37% +$446K 0.02% 250
2022
Q2 		$1.19M Buy
10,824
+7,996
+283% +$881K 0.02% 282
2022
Q1 		$312K Buy
2,828
+924
+49% +$102K ﹤0.01% 471
2021
Q4 		$210K Hold
1,904
– – ﹤0.01% 521
2021
Q3 		$210K Sell
1,904
-420
-18% -$46.4K ﹤0.01% 473
2021
Q2 		$257K Hold
2,324
– – ﹤0.01% 337
2021
Q1 		$257K Hold
2,324
– – 0.01% 317
2020
Q4 		$257K Buy
2,324
+3
+0.1% +$332 0.01% 256
2020
Q3 		$257K Sell
2,321
-312
-12% -$34.5K 0.01% 216
2020
Q2 		$292K Buy
2,633
+2,010
+323% +$223K 0.01% 198
2020
Q1 		$69K Buy
+623
New +$68.9K ﹤0.01% 357
2019
Q2 		– Sell
-31
Closed -$3K – 1031
2019
Q1 		$3K Buy
+31
New +$3.42K ﹤0.01% 786
2018
Q3 		– Sell
-176
Closed -$19K – 984
2018
Q2 		$19K Buy
+176
New +$19.4K ﹤0.01% 416

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

Allworth Financial's SHV Position: Q2 2026 in Review

Allworth Financial reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 21% in Q2 2026, selling an estimated $356K and leaving 11,874 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #643.

Allworth Financial first reported a position in SHV in Q2 2018 and has held it in 28 quarters since. The position peaked at $11.5M in Q1 2023. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Allworth Financial held 11,874 shares of iShares 0-1 Year Treasury Bond ETF worth $1.31M as of Q2 2026.
  • Allworth Financial sold 3,226 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $356K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #643 holding.
  • Allworth Financial first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2018 and has held it in 28 quarters since.
  • Allworth Financial's iShares 0-1 Year Treasury Bond ETF position peaked at $11.5M in Q1 2023.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.