Arax Advisory Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Arax Advisory Partners’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	$54.7M	Buy	495,679 +493,482	+22,462%	+$54.4M	0.36%	50
2026 Q1	$243K	Sell	2,197 -6,707	-75%	-$740K	0.01%	982
2025 Q4	$981K	Buy	+8,904	New	+$982K	0.03%	386
2025 Q3	–	Sell	-9,312	Closed	-$1.03M	–	4181
2025 Q2	$1.03M	Sell	9,312 -921	-9%	-$102K	0.05%	250
2025 Q1	$1.13M	Sell	10,233 -1,765	-15%	-$195K	0.07%	166
2024 Q4	$1.32M	Sell	11,998 -1,007	-8%	-$111K	0.08%	139
2024 Q3	$1.44M	Sell	13,005 -6,163	-32%	-$680K	0.13%	91
2024 Q2	$2.12M	Sell	19,168 -2,649	-12%	-$292K	0.21%	66
2024 Q1	$2.41M	Sell	21,817 -1,805	-8%	-$199K	0.25%	58
2023 Q4	$2.6M	Sell	23,622 -2,501	-10%	-$276K	0.29%	54
2023 Q3	$2.89M	Sell	26,123 -364,647	-93%	-$40.2M	0.36%	49
2023 Q2	$43.2M	Sell	390,770 -7,231	-2%	-$797K	5.51%	1
2023 Q1	$44M	Buy	398,001 +193,292	+94%	+$21.3M	5.82%	1
2022 Q4	$22.5M	Buy	204,709 +13,762	+7%	+$1.51M	3.11%	6
2022 Q3	$21M	Buy	190,947 +173,907	+1,021%	+$19.1M	3.31%	8
2022 Q2	$1.88M	Sell	17,040 -206	-1%	-$22.7K	0.28%	48
2022 Q1	$1.9M	Sell	17,246 -11,539	-40%	-$1.27M	0.25%	54
2021 Q4	$3.18M	Sell	28,785 -4,022	-12%	-$444K	0.4%	38
2021 Q3	$3.62M	Sell	32,807 -3,504	-10%	-$387K	0.5%	34
2021 Q2	$4.01M	Buy	+36,311	New	+$4.01M	0.55%	35
2020 Q4	$31.9M	Sell	288,558 -12,607	-4%	-$1.39M	4.72%	5
2020 Q3	$33.3M	Buy	301,165 +107,440	+55%	+$11.9M	5.62%	1
2020 Q2	$21.5M	Sell	193,725 -18,035	-9%	-$2M	3.82%	8
2020 Q1	$23.5M	Buy	+211,760	New	+$23.4M	5.42%	3

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

Arax Advisory Partners's SHV Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 22,462% in Q2 2026, buying an estimated $54.4M and bringing the position to 495,679 shares worth $54.7M. The position accounts for 0.36% of the portfolio, ranked #50.

Arax Advisory Partners first reported a position in SHV in Q1 2020 and has held it in 24 quarters since. 724 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Arax Advisory Partners held 495,679 shares of iShares 0-1 Year Treasury Bond ETF worth $54.7M as of Q2 2026.
Arax Advisory Partners bought 493,482 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $54.4M.
iShares 0-1 Year Treasury Bond ETF made up 0.36% of Arax Advisory Partners's portfolio in Q2 2026, its #50 holding.
Arax Advisory Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and has held it in 24 quarters since.
724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.