AWM
SHV icon

Alterna Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Alterna Wealth 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 		$6.02M Sell
54,542
-1,554
-3% -$171K 3.45% 7
2026
Q1 		$6.19M Sell
56,096
-10,208
-15% -$1.13M 4.69% 3
2025
Q4 		$7.3M Sell
66,304
-14,818
-18% -$1.63M 6.09% 2
2025
Q3 		$8.96M Sell
81,122
-26,240
-24% -$2.89M 7.38% 1
2025
Q2 		$11.9M Sell
107,362
-16,785
-14% -$1.85M 9.49% 1
2025
Q1 		$13.7M Buy
124,147
+28,570
+30% +$3.15M 10.4% 1
2024
Q4 		$10.5M Buy
95,577
+30,046
+46% +$3.31M 8.88% 1
2024
Q3 		$7.25M Buy
65,531
+27,344
+72% +$3.02M 6.51% 1
2024
Q2 		$4.22M Sell
38,187
-5,743
-13% -$633K 3.7% 7
2024
Q1 		$4.86M Buy
43,930
+3,882
+10% +$428K 3.93% 5
2023
Q4 		$4.41M Buy
40,048
+11,300
+39% +$1.25M 5.31% 2
2023
Q3 		$3.18M Buy
28,748
+2,504
+10% +$276K 4.06% 5
2023
Q2 		$2.9M Buy
+26,244
New +$2.89M 3.36% 6
2022
Q3 		– Sell
-10,733
Closed -$1.18M – 104
2022
Q2 		$1.18M Buy
10,733
+280
+3% +$30.8K 1.2% 23
2022
Q1 		$1.15M Buy
10,453
+7,508
+255% +$828K 0.97% 25
2021
Q4 		$325K Buy
+2,945
New +$325K 0.27% 62
2020
Q4 		$1.45M Buy
13,102
+1,783
+16% +$197K 1.83% 17
2020
Q3 		$1.25M Buy
11,319
+2,344
+26% +$260K 1.82% 19
2020
Q2 		$994K Buy
+8,975
New +$995K 1.19% 25
2019
Q2 		– Sell
-6,472
Closed -$716K – 104
2019
Q1 		$716K Sell
6,472
-11,578
-64% -$1.28M 0.61% 52
2018
Q4 		$1.99M Buy
+18,050
New +$1.99M 0.32% 54

Other funds holding SHV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
AZ
Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return
LAS
Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return

Alterna Wealth Management's SHV Position: Q2 2026 in Review

Alterna Wealth Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2.8% in Q2 2026, selling an estimated $171K and leaving 54,542 shares worth $6.02M. The position accounts for 3.45% of the portfolio, ranked #7.

Alterna Wealth Management first reported a position in SHV in Q4 2018 and has held it in 21 quarters since. The position peaked at $13.7M in Q1 2025. 236 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Alterna Wealth Management held 54,542 shares of iShares 0-1 Year Treasury Bond ETF worth $6.02M as of Q2 2026.
  • Alterna Wealth Management sold 1,554 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $171K.
  • iShares 0-1 Year Treasury Bond ETF made up 3.45% of Alterna Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Alterna Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and has held it in 21 quarters since.
  • Alterna Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $13.7M in Q1 2025.
  • 236 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.