Apella Capital
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
Q3 		$8.36M Buy
75,945
+72,624
+2,187% +$8M 0.11% 138
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 		$1.42M 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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
White Lighthouse Investment Management
White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return
Able Wealth Management
Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Apella Capital's SHV Position: Q3 2026 in Review

Apella Capital increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2,187% in Q3 2026, buying an estimated $8M and bringing the position to 75,945 shares worth $8.36M. The position accounts for 0.11% of the portfolio, ranked #138.

Apella Capital first reported a position in SHV in Q1 2020 and has held it in 23 quarters since. 297 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Apella Capital held 75,945 shares of iShares 0-1 Year Treasury Bond ETF worth $8.36M as of Q3 2026.
  • Apella Capital bought 72,624 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $8M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.11% of Apella Capital's portfolio in Q3 2026, its #138 holding.
  • Apella Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and has held it in 23 quarters since.
  • 297 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.