Armis Advisers’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Armis Advisers’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 Q3	$515K	Sell	4,674 -5,557	-54%	-$612K	0.04%	273
2026 Q2	$1.13M	Buy	10,231 +28	+0.3%	+$3.09K	0.1%	154
2026 Q1	$1.12M	Buy	10,203 +317	+3%	+$35K	0.11%	143
2025 Q4	$1.09M	Sell	9,886 -8,881	-47%	-$979K	0.12%	132
2025 Q3	$2.07M	Buy	18,767 +1,971	+12%	+$217K	0.19%	79
2025 Q2	$1.85M	Buy	16,796 +3,332	+25%	+$367K	0.15%	120
2025 Q1	$1.49M	Buy	+13,464	New	+$1.48M	0.14%	125

Other funds holding SHV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return

Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Bull Oak Capital San Diego, California $306M AUM 13.34% 1-Year Est. Return

Armis Advisers's SHV Position: Q3 2026 in Review

Armis Advisers reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 54% in Q3 2026, selling an estimated $612K and leaving 4,674 shares worth $515K. The position accounts for 0.04% of the portfolio, ranked #273.

Armis Advisers first reported a position in SHV in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.07M in Q3 2025. 222 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Armis Advisers held 4,674 shares of iShares 0-1 Year Treasury Bond ETF worth $515K as of Q3 2026.
Armis Advisers sold 5,557 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $612K.
iShares 0-1 Year Treasury Bond ETF made up 0.04% of Armis Advisers's portfolio in Q3 2026, its #273 holding.
Armis Advisers first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2025 and has held it in 7 quarters since.
Armis Advisers's iShares 0-1 Year Treasury Bond ETF position peaked at $2.07M in Q3 2025.
222 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.