Americana Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Americana Partners’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	$85.2M	Sell	772,181 -12,412	-2%	-$1.37M	1.92%	10
2026 Q1	$86.6M	Buy	784,593 +373,133	+91%	+$41.1M	2.25%	4
2025 Q4	$45.3M	Sell	411,460 -80,744	-16%	-$8.9M	1.24%	19
2025 Q3	$54.4M	Buy	492,204 +158,928	+48%	+$17.5M	1.64%	13
2025 Q2	$36.8M	Sell	333,276 -40,569	-11%	-$4.47M	1.27%	17
2025 Q1	$41.3M	Buy	373,845 +132,454	+55%	+$14.6M	1.6%	13
2024 Q4	$26.6M	Sell	241,391 -54,940	-19%	-$6.06M	1.08%	24
2024 Q3	$32.8M	Buy	296,331 +36,894	+14%	+$4.07M	2.23%	7
2024 Q2	$28.7M	Sell	259,437 -3,896	-1%	-$430K	2.25%	7
2024 Q1	$29.1M	Sell	263,333 -77,075	-23%	-$8.5M	2.43%	5
2023 Q4	$35.7M	Sell	340,408 -14,227	-4%	-$1.57M	3.4%	4
2023 Q3	$40.1M	Buy	354,635 +243,084	+218%	+$26.8M	4.33%	3
2023 Q2	$12.3M	Buy	+111,551	New	+$12.3M	1.58%	13

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

Americana Partners's SHV Position: Q2 2026 in Review

Americana Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.6% in Q2 2026, selling an estimated $1.37M and leaving 772,181 shares worth $85.2M. The position accounts for 1.92% of the portfolio, ranked #10.

Americana Partners first reported a position in SHV in Q2 2023 and has held it in 13 quarters since. The position peaked at $86.6M in Q1 2026. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Americana Partners held 772,181 shares of iShares 0-1 Year Treasury Bond ETF worth $85.2M as of Q2 2026.
Americana Partners sold 12,412 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.37M.
iShares 0-1 Year Treasury Bond ETF made up 1.92% of Americana Partners's portfolio in Q2 2026, its #10 holding.
Americana Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Americana Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $86.6M in Q1 2026.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.