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Ashton Thomas Private Wealth’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Ashton Thomas Private Wealth’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 		$4.85M Buy
43,936
+786
+2% +$86.6K 0.1% 210
2026
Q1 		$4.76M Buy
43,150
+13,495
+46% +$1.49M 0.11% 202
2025
Q4 		$3.27M Buy
29,655
+6,133
+26% +$676K 0.08% 243
2025
Q3 		$2.6M Buy
23,522
+3,304
+16% +$364K 0.07% 282
2025
Q2 		$2.23M Buy
20,218
+4,150
+26% +$458K 0.08% 262
2025
Q1 		$1.77M Sell
16,068
-5,059
-24% -$558K 0.07% 274
2024
Q4 		$2.33M Buy
21,127
+9,624
+84% +$1.06M 0.09% 245
2024
Q3 		$1.27M Buy
11,503
+704
+7% +$77.7K 0.07% 273
2024
Q2 		$1.19M Buy
10,799
+746
+7% +$82.3K 0.07% 280
2024
Q1 		$1.11M Buy
10,053
+2,237
+29% +$247K 0.06% 286
2023
Q4 		$861K Buy
7,816
+79
+1% +$8.71K 0.05% 319
2023
Q3 		$855K Buy
7,737
+2,180
+39% +$240K 0.06% 312
2023
Q2 		$614K Buy
5,557
+551
+11% +$60.7K 0.05% 368
2023
Q1 		$553K Sell
5,006
-1,310
-21% -$144K 0.05% 350
2022
Q4 		$694K Sell
6,316
-3,349
-35% -$368K 0.07% 295
2022
Q3 		$1.06M Sell
9,665
-137,862
-93% -$15.2M 0.12% 202
2022
Q2 		$16.2M Buy
147,527
+63,510
+76% +$7M 1.76% 5
2022
Q1 		$9.26M Buy
+84,017
New +$9.27M 0.81% 23
2020
Q3 		– Sell
-28,305
Closed -$3.13M – 259
2020
Q2 		$3.13M Buy
28,305
+24,854
+720% +$2.75M 0.93% 22
2020
Q1 		$383K Buy
+3,451
New +$382K 0.16% 144
2019
Q3 		– Sell
-1,901
Closed -$210K – 194
2019
Q2 		$210K Sell
1,901
-647
-25% -$71.5K 0.08% 177
2019
Q1 		$282K Buy
+2,548
New +$281K 0.12% 139

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ashton Thomas Private Wealth's SHV Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.8% in Q2 2026, buying an estimated $86.6K and bringing the position to 43,936 shares worth $4.85M. The position accounts for 0.1% of the portfolio, ranked #210.

Ashton Thomas Private Wealth first reported a position in SHV in Q1 2019 and has held it in 22 quarters since. The position peaked at $16.2M in Q2 2022. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Ashton Thomas Private Wealth held 43,936 shares of iShares 0-1 Year Treasury Bond ETF worth $4.85M as of Q2 2026.
  • Ashton Thomas Private Wealth bought 786 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $86.6K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.1% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #210 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and has held it in 22 quarters since.
  • Ashton Thomas Private Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $16.2M in Q2 2022.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.