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

Aptus Capital Advisors’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 		$689K Sell
6,244
-3,439
-36% -$379K ﹤0.01% 703
2026
Q1 		$1.07M Buy
9,683
+8,019
+482% +$884K 0.01% 571
2025
Q4 		$183K Sell
1,664
-659
-28% -$72.7K ﹤0.01% 1052
2025
Q3 		$257K Buy
2,323
+38
+2% +$4.19K ﹤0.01% 888
2025
Q2 		$252K Buy
2,285
+162
+8% +$17.9K ﹤0.01% 871
2025
Q1 		$235K Sell
2,123
-43
-2% -$4.74K ﹤0.01% 843
2024
Q4 		$238K Sell
2,166
-1,346
-38% -$148K ﹤0.01% 837
2024
Q3 		$389K Buy
3,512
+88
+3% +$9.71K 0.01% 604
2024
Q2 		$378K Buy
3,424
+385
+13% +$42.5K 0.01% 566
2024
Q1 		$336K Buy
+3,039
New +$335K 0.01% 604
2023
Q4 		– Sell
-1,720
Closed -$190K – 980
2023
Q3 		$190K Sell
1,720
-21,676
-93% -$2.39M 0.01% 572
2023
Q2 		$2.58M Buy
23,396
+2,159
+10% +$238K 0.06% 212
2023
Q1 		$2.35M Buy
21,237
+19,795
+1,373% +$2.18M 0.06% 204
2022
Q4 		$159K Sell
1,442
-4,509
-76% -$496K ﹤0.01% 496
2022
Q3 		$655K Buy
5,951
+4,159
+232% +$458K 0.02% 294
2022
Q2 		$198K Sell
1,792
-2,183
-55% -$240K 0.01% 376
2022
Q1 		$438K Buy
3,975
+625
+19% +$68.9K 0.01% 317
2021
Q4 		$370K Sell
3,350
-746
-18% -$82.4K 0.01% 302
2021
Q3 		$452K Sell
4,096
-2,484
-38% -$274K 0.01% 290
2021
Q2 		$727K Buy
6,580
+357
+6% +$39.5K 0.02% 262
2021
Q1 		$688K Buy
+6,223
New +$688K 0.02% 249

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aptus Capital Advisors's SHV Position: Q2 2026 in Review

Aptus Capital Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 36% in Q2 2026, selling an estimated $379K and leaving 6,244 shares worth $689K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Aptus Capital Advisors first reported a position in SHV in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.58M in Q2 2023. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Aptus Capital Advisors held 6,244 shares of iShares 0-1 Year Treasury Bond ETF worth $689K as of Q2 2026.
  • Aptus Capital Advisors sold 3,439 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $379K.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #703 holding.
  • Aptus Capital Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Aptus Capital Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $2.58M in Q2 2023.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.