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

Apollon 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	$448K	Buy	4,060 +184	+5%	+$20.3K	0.01%	1071
2026 Q1	$428K	Hold	3,876	–	–	0.01%	931
2025 Q4	$427K	Hold	3,876	–	–	0.01%	900
2025 Q3	$428K	Sell	3,876 -961	-20%	-$106K	0.01%	889
2025 Q2	$534K	Hold	4,837	–	–	0.01%	779
2025 Q1	$534K	Sell	4,837 -17	-0.4%	-$1.88K	0.01%	719
2024 Q4	$534K	Sell	4,854 -348	-7%	-$38.4K	0.01%	729
2024 Q3	$575K	Sell	5,202 -45	-0.9%	-$4.97K	0.02%	656
2024 Q2	$580K	Sell	5,247 -783	-13%	-$86.3K	0.02%	623
2024 Q1	$667K	Sell	6,030 -6,890	-53%	-$760K	0.02%	596
2023 Q4	$1.42M	Buy	12,920 +1,426	+12%	+$157K	0.05%	348
2023 Q3	$1.27M	Sell	11,494 -17,421	-60%	-$1.92M	0.06%	299
2023 Q2	$3.19M	Sell	28,915 -2,177	-7%	-$240K	0.15%	136
2023 Q1	$3.44M	Sell	31,092 -7,488	-19%	-$825K	0.21%	101
2022 Q4	$4.24M	Sell	38,580 -9,909	-20%	-$1.09M	0.3%	71
2022 Q3	$5.33M	Buy	48,489 +21,990	+83%	+$2.42M	0.44%	43
2022 Q2	$2.92M	Buy	+26,499	New	+$2.92M	0.24%	88

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

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

Apollon Wealth Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 4.7% in Q2 2026, buying an estimated $20.3K and bringing the position to 4,060 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #1071.

Apollon Wealth Management first reported a position in SHV in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.33M in Q3 2022. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Apollon Wealth Management held 4,060 shares of iShares 0-1 Year Treasury Bond ETF worth $448K as of Q2 2026.
Apollon Wealth Management bought 184 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $20.3K.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1071 holding.
Apollon Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
Apollon Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $5.33M in Q3 2022.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.