AmeriFlex Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

AmeriFlex Group’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	–	Sell	-35	Closed	-$3.86K	–	1610
2026 Q1	$3.86K	Hold	35	–	–	﹤0.01%	880
2025 Q4	$3.85K	Buy	+35	New	+$3.86K	﹤0.01%	898
2025 Q3	–	Sell	-35	Closed	-$3.86K	–	1315
2025 Q2	$3.86K	Hold	35	–	–	﹤0.01%	876
2025 Q1	$3.87K	Hold	35	–	–	﹤0.01%	1044
2024 Q4	$3.87K	Buy	+35	New	+$3.86K	﹤0.01%	955

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

AmeriFlex Group's SHV Position: Q2 2026 in Review

AmeriFlex Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 35 shares — an estimated $3.86K sold.

AmeriFlex Group first reported a position in SHV in Q4 2024 and held it in 5 quarters. The position peaked at $3.87K in Q4 2024. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

AmeriFlex Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
AmeriFlex Group sold 35 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.86K.
AmeriFlex Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and held it in 5 quarters.
AmeriFlex Group's iShares 0-1 Year Treasury Bond ETF position peaked at $3.87K in Q4 2024.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.