Archford Capital Strategies’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Archford Capital Strategies’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	$1.23M	Buy	11,155 +6,379	+134%	+$703K	0.12%	145
2026 Q1	$527K	Sell	4,776 -478	-9%	-$52.7K	0.06%	226
2025 Q4	$579K	Buy	+5,254	New	+$579K	0.07%	219
2025 Q3	–	Sell	-2,005	Closed	-$221K	–	343
2025 Q2	$221K	Sell	2,005 -3,479	-63%	-$384K	0.03%	299
2025 Q1	$606K	Sell	5,484 -82,250	-94%	-$9.07M	0.09%	189
2024 Q4	$9.66M	Sell	87,734 -9,530	-10%	-$1.05M	1.46%	16
2024 Q3	$10.7M	Buy	97,264 +1,718	+2%	+$190K	1.62%	11
2024 Q2	$10.6M	Buy	95,546 +42,238	+79%	+$4.66M	1.71%	9
2024 Q1	$5.89M	Sell	53,308 -91	-0.2%	-$10K	0.99%	26
2023 Q4	$5.88M	Buy	53,399 +13,052	+32%	+$1.44M	1.08%	24
2023 Q3	$4.46M	Sell	40,347 -6,382	-14%	-$704K	0.89%	25
2023 Q2	$5.16M	Sell	46,729 -6,731	-13%	-$742K	0.98%	23
2023 Q1	$5.89M	Buy	53,460 +7,623	+17%	+$840K	1.23%	19
2022 Q4	$5.04M	Sell	45,837 -2,209	-5%	-$243K	1.16%	22
2022 Q3	$5.29M	Sell	48,046 -4,779	-9%	-$526K	1.36%	13
2022 Q2	$5.82M	Buy	52,825 +1,712	+3%	+$189K	1.46%	13
2022 Q1	$5.63M	Buy	51,113 +6,011	+13%	+$663K	1.26%	17
2021 Q4	$4.98M	Buy	45,102 +24,347	+117%	+$2.69M	1.14%	21
2021 Q3	$2.29M	Sell	20,755 -8,455	-29%	-$934K	0.54%	39
2021 Q2	$3.23M	Sell	29,210 -433	-1%	-$47.9K	0.81%	28
2021 Q1	$3.28M	Sell	29,643 -11,606	-28%	-$1.28M	0.87%	25
2020 Q4	$4.56M	Buy	41,249 +2,833	+7%	+$313K	1.05%	19
2020 Q3	$4.25M	Buy	+38,416	New	+$4.25M	1.14%	17

Other funds holding SHV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCA

Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

CAG

Cypress Advisory Group Scottsdale, Arizona $129M AUM 10.74% 1-Year Est. Return

FPW

Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return

NWP

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

Archford Capital Strategies's SHV Position: Q2 2026 in Review

Archford Capital Strategies increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 134% in Q2 2026, buying an estimated $703K and bringing the position to 11,155 shares worth $1.23M. The position accounts for 0.12% of the portfolio, ranked #145.

Archford Capital Strategies first reported a position in SHV in Q3 2020 and has held it in 23 quarters since. The position peaked at $10.7M in Q3 2024. 123 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Archford Capital Strategies held 11,155 shares of iShares 0-1 Year Treasury Bond ETF worth $1.23M as of Q2 2026.
Archford Capital Strategies bought 6,379 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $703K.
iShares 0-1 Year Treasury Bond ETF made up 0.12% of Archford Capital Strategies's portfolio in Q2 2026, its #145 holding.
Archford Capital Strategies first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2020 and has held it in 23 quarters since.
Archford Capital Strategies's iShares 0-1 Year Treasury Bond ETF position peaked at $10.7M in Q3 2024.
123 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.