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 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCA

Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

CAG

Cypress Advisory Group Scottsdale, Arizona $129M AUM 10.74% 1-Year Est. Return

FPW

Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return

NWP

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

Armstrong Advisory Group's SHV Position: Q2 2026 in Review

Armstrong Advisory Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3.9% in Q2 2026, selling an estimated $24.6K and leaving 5,497 shares worth $607K. The position accounts for 0.04% of the portfolio, ranked #133.

Armstrong Advisory Group first reported a position in SHV in Q4 2022 and has held it in 8 quarters since. The position peaked at $728K in Q1 2025. 123 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Armstrong Advisory Group held 5,497 shares of iShares 0-1 Year Treasury Bond ETF worth $607K as of Q2 2026.
Armstrong Advisory Group sold 223 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $24.6K.
iShares 0-1 Year Treasury Bond ETF made up 0.04% of Armstrong Advisory Group's portfolio in Q2 2026, its #133 holding.
Armstrong Advisory Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 8 quarters since.
Armstrong Advisory Group's iShares 0-1 Year Treasury Bond ETF position peaked at $728K in Q1 2025.
123 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.