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

Arkos Global 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	$1.02M	Sell	9,248 -10	-0.1%	-$1.1K	0.12%	48
2026 Q1	$1.02M	Hold	9,258	–	–	0.13%	48
2025 Q4	$1.02M	Sell	9,258 -24	-0.3%	-$2.65K	0.13%	46
2025 Q3	$1.03M	Sell	9,282 -283	-3%	-$31.2K	0.13%	47
2025 Q2	$1.06M	Sell	9,565 -201	-2%	-$22.2K	0.15%	41
2025 Q1	$1.08M	Sell	9,766 -358	-4%	-$39.5K	0.16%	39
2024 Q4	$1.11M	Sell	10,124 -3,436	-25%	-$379K	0.16%	41
2024 Q3	$1.5M	Sell	13,560 -229	-2%	-$25.3K	0.22%	35
2024 Q2	$1.52M	Sell	13,789 -5,349	-28%	-$590K	0.25%	31
2024 Q1	$2.12M	Buy	19,138 +1	+0%	+$110	0.35%	28
2023 Q4	$2.11M	Buy	+19,137	New	+$2.11M	0.38%	26

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

Arkos Global Advisors's SHV Position: Q2 2026 in Review

Arkos Global Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.11% in Q2 2026, selling an estimated $1.1K and leaving 9,248 shares worth $1.02M. The position accounts for 0.12% of the portfolio, ranked #48.

Arkos Global Advisors first reported a position in SHV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.12M in Q1 2024. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Arkos Global Advisors held 9,248 shares of iShares 0-1 Year Treasury Bond ETF worth $1.02M as of Q2 2026.
Arkos Global Advisors sold 10 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.1K.
iShares 0-1 Year Treasury Bond ETF made up 0.12% of Arkos Global Advisors's portfolio in Q2 2026, its #48 holding.
Arkos Global Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Arkos Global Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $2.12M in Q1 2024.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Arkos Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.