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SHV icon

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

Apella Capital’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 		$366K Sell
3,321
-578
-15% -$63.7K 0.01% 546
2026
Q1 		$430K Sell
3,899
-2,441
-39% -$269K 0.01% 484
2025
Q4 		$698K Buy
6,340
+54
+0.9% +$5.95K 0.01% 310
2025
Q3 		$693K Buy
6,286
+449
+8% +$49.5K 0.02% 287
2025
Q2 		$643K Buy
+5,837
New +$644K 0.02% 264
2024
Q3 		– Sell
-2,178
Closed -$240K – 327
2024
Q2 		$240K Sell
2,178
-192
-8% -$21.2K 0.01% 284
2024
Q1 		$261K Sell
2,370
-1,800
-43% -$199K 0.01% 258
2023
Q4 		$459K Sell
4,170
-699
-14% -$77.1K 0.03% 193
2023
Q3 		$538K Sell
4,869
-5
-0.1% -$551 0.04% 164
2023
Q2 		$538K Buy
+4,874
New +$537K 0.04% 167
2022
Q4 		$812K Sell
7,387
-2,955
-29% -$325K 0.07% 121
2022
Q3 		$1.14M Sell
10,342
-2,602
-20% -$286K 0.13% 91
2022
Q2 		$1.43M Sell
12,944
-1,518
-10% -$167K 0.17% 79
2022
Q1 		$1.59M Sell
14,462
-110
-0.8% -$12.1K 0.22% 67
2021
Q4 		$1.61M Sell
14,572
-767
-5% -$84.7K 0.21% 67
2021
Q3 		$1.69M Sell
15,339
-646
-4% -$71.4K 0.24% 71
2021
Q2 		$1.77M Sell
15,985
-879
-5% -$97.1K 0.29% 68
2021
Q1 		$1.86M Sell
16,864
-1,584
-9% -$175K 0.59% 39
2020
Q4 		$2.04M Sell
18,448
-4,159
-18% -$460K 0.72% 34
2020
Q3 		$2.5M Sell
22,607
-859
-4% -$95.1K 1.01% 26
2020
Q2 		$2.6M Buy
23,466
+3,141
+15% +$348K 1.21% 23
2020
Q1 		$2.26M Buy
+20,325
New +$2.25M 1.32% 17

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
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SCA
Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
CAG
Cypress Advisory Group Scottsdale, Arizona $129M AUM 10.74% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

Apella Capital's SHV Position: Q2 2026 in Review

Apella Capital reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 15% in Q2 2026, selling an estimated $63.7K and leaving 3,321 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #546.

Apella Capital first reported a position in SHV in Q1 2020 and has held it in 22 quarters since. The position peaked at $2.6M in Q2 2020. 123 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Apella Capital held 3,321 shares of iShares 0-1 Year Treasury Bond ETF worth $366K as of Q2 2026.
  • Apella Capital sold 578 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $63.7K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #546 holding.
  • Apella Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and has held it in 22 quarters since.
  • Apella Capital's iShares 0-1 Year Treasury Bond ETF position peaked at $2.6M in Q2 2020.
  • 123 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.