AFC
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Ares Financial Consulting’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Ares Financial Consulting’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 		– Sell
-860
Closed -$94.7K – 1163
2026
Q1 		$94.7K Buy
+860
New +$94.8K 0.07% 141

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WLIM
White Lighthouse Investment Management Bedford, Massachusetts $802M AUM 19.15% 1-Year Est. Return
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Ares Financial Consulting's SHV Position: Q2 2026 in Review

Ares Financial Consulting sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 860 shares — an estimated $94.7K sold.

Ares Financial Consulting first reported a position in SHV in Q1 2026 and held it in 1 quarter. The position peaked at $94.7K in Q1 2026. 409 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Ares Financial Consulting reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Ares Financial Consulting sold 860 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $94.7K.
  • Ares Financial Consulting first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
  • Ares Financial Consulting's iShares 0-1 Year Treasury Bond ETF position peaked at $94.7K in Q1 2026.
  • 409 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.