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

Argent 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	$2.72M	Sell	24,642 -1,539	-6%	-$170K	0.68%	36
2026 Q1	$2.89M	Sell	26,181 -10,002	-28%	-$1.1M	0.79%	36
2025 Q4	$3.99M	Buy	36,183 +7,060	+24%	+$778K	1.11%	23
2025 Q3	$3.22M	Buy	29,123 +4,982	+21%	+$549K	0.95%	30
2025 Q2	$2.67M	Buy	24,141 +3,660	+18%	+$404K	0.82%	33
2025 Q1	$2.26M	Buy	20,481 +1,413	+7%	+$156K	0.76%	34
2024 Q4	$2.1M	Buy	19,068 +9,342	+96%	+$1.03M	0.78%	32
2024 Q3	$1.08M	Buy	+9,726	New	+$1.07M	0.4%	69

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

Argent Advisors's SHV Position: Q2 2026 in Review

Argent Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 5.9% in Q2 2026, selling an estimated $170K and leaving 24,642 shares worth $2.72M. The position accounts for 0.68% of the portfolio, ranked #36.

Argent Advisors first reported a position in SHV in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.99M in Q4 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Argent Advisors held 24,642 shares of iShares 0-1 Year Treasury Bond ETF worth $2.72M as of Q2 2026.
Argent Advisors sold 1,539 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $170K.
iShares 0-1 Year Treasury Bond ETF made up 0.68% of Argent Advisors's portfolio in Q2 2026, its #36 holding.
Argent Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Argent Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $3.99M in Q4 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Argent Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.