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

Aprio 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	$388K	Buy	3,515 +141	+4%	+$15.5K	0.02%	443
2026 Q1	$372K	Buy	3,374 +420	+14%	+$46.3K	0.02%	436
2025 Q4	$325K	Hold	2,954	–	–	0.02%	422
2025 Q3	$326K	Buy	2,954 +29	+1%	+$3.2K	0.03%	310
2025 Q2	$323K	Buy	2,925 +18	+0.6%	+$1.99K	0.04%	270
2025 Q1	$321K	Buy	2,907 +215	+8%	+$23.7K	0.04%	255
2024 Q4	$296K	Buy	2,692 +43	+2%	+$4.74K	0.04%	218
2024 Q3	$293K	Buy	+2,649	New	+$292K	0.05%	200
2020 Q4	–	Sell	-70,027	Closed	-$7.75M	–	63
2020 Q3	$7.75M	Sell	70,027 -23,050	-25%	-$2.55M	5.5%	4
2020 Q2	$10.3M	Sell	93,077 -54,084	-37%	-$5.99M	9.95%	2
2020 Q1	$16.3M	Buy	147,161 +144,700	+5,880%	+$16M	20.71%	2
2019 Q4	$272K	Buy	+2,461	New	+$272K	0.2%	56

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

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

Aprio Wealth Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 4.2% in Q2 2026, buying an estimated $15.5K and bringing the position to 3,515 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #443.

Aprio Wealth Management first reported a position in SHV in Q4 2019 and has held it in 12 quarters since. The position peaked at $16.3M in Q1 2020. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Aprio Wealth Management held 3,515 shares of iShares 0-1 Year Treasury Bond ETF worth $388K as of Q2 2026.
Aprio Wealth Management bought 141 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $15.5K.
iShares 0-1 Year Treasury Bond ETF made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #443 holding.
Aprio Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 12 quarters since.
Aprio Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $16.3M in Q1 2020.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.