Armstrong Advisory Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Armstrong Advisory Group’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	$596K	Sell	5,405 -92	-2%	-$10.1K	0.04%	126
2026 Q2	$607K	Sell	5,497 -223	-4%	-$24.6K	0.04%	133
2026 Q1	$631K	Sell	5,720 -80	-1%	-$8.82K	0.04%	119
2025 Q4	$639K	Sell	5,800 -445	-7%	-$49.1K	0.04%	121
2025 Q3	$690K	Buy	6,245 +1,794	+40%	+$198K	0.05%	108
2025 Q2	$491K	Sell	4,451 -2,160	-33%	-$238K	0.04%	126
2025 Q1	$728K	Hold	6,611	–	–	0.06%	87
2024 Q4	$728K	Buy	+6,611	New	+$729K	0.06%	87
2023 Q1	–	Sell	-153	Closed	-$16.8K	–	809
2022 Q4	$16.8K	Buy	+153	New	+$16.8K	﹤0.01%	511

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

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

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

AIFS

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

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Armstrong Advisory Group's SHV Position: Q3 2026 in Review

Armstrong Advisory Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.7% in Q3 2026, selling an estimated $10.1K and leaving 5,405 shares worth $596K. The position accounts for 0.04% of the portfolio, ranked #126.

Armstrong Advisory Group first reported a position in SHV in Q4 2022 and has held it in 9 quarters since. The position peaked at $728K in Q1 2025. 183 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Armstrong Advisory Group held 5,405 shares of iShares 0-1 Year Treasury Bond ETF worth $596K as of Q3 2026.
Armstrong Advisory Group sold 92 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $10.1K.
iShares 0-1 Year Treasury Bond ETF made up 0.04% of Armstrong Advisory Group's portfolio in Q3 2026, its #126 holding.
Armstrong Advisory Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 9 quarters since.
Armstrong Advisory Group's iShares 0-1 Year Treasury Bond ETF position peaked at $728K in Q1 2025.
183 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.