Atticus Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Atticus Wealth Management’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	$3.38M	Buy	30,619 +12,567	+70%	+$1.39M	0.8%	23
2026 Q1	$1.99M	Sell	18,052 -5,091	-22%	-$561K	0.54%	32
2025 Q4	$2.55M	Sell	23,143 -2,261	-9%	-$249K	0.63%	27
2025 Q3	$2.81M	Buy	25,404 +7,388	+41%	+$815K	0.71%	27
2025 Q2	$1.99M	Buy	18,016 +53	+0.3%	+$5.84K	0.54%	29
2025 Q1	$1.98M	Sell	17,963 -2,711	-13%	-$299K	0.65%	28
2024 Q4	$2.28M	Sell	20,674 -1,418	-6%	-$156K	0.71%	25
2024 Q3	$2.44M	Sell	22,092 -74,986	-77%	-$8.28M	0.78%	22
2024 Q2	$10.7M	Buy	97,078 +9,689	+11%	+$1.07M	3.51%	4
2024 Q1	$9.66M	Buy	87,389 +5,373	+7%	+$593K	3.16%	4
2023 Q4	$9.03M	Sell	82,016 -6,529	-7%	-$720K	3.19%	6
2023 Q3	$9.78M	Sell	88,545 -1,579	-2%	-$174K	3.75%	4
2023 Q2	$9.95M	Buy	90,124 +1,088	+1%	+$120K	3.67%	5
2023 Q1	$9.84M	Sell	89,036 -151,302	-63%	-$16.7M	3.76%	4
2022 Q4	$26.4M	Buy	240,338 +132,727	+123%	+$14.6M	10.86%	2
2022 Q3	$11.8M	Hold	107,611	–	–	5.73%	3
2022 Q2	$11.8M	Buy	107,611 +107,511	+107,511%	+$11.8M	4.92%	3
2022 Q1	$11K	Hold	100	–	–	﹤0.01%	398
2021 Q4	$11K	Sell	100 -75	-43%	-$8.28K	﹤0.01%	356
2021 Q3	$19K	Sell	175 -152	-46%	-$16.8K	0.01%	315
2021 Q2	$36K	Sell	327 -498	-60%	-$55K	0.02%	255
2021 Q1	$91K	Sell	825 -9,371	-92%	-$1.04M	0.04%	164
2020 Q4	$1.13M	Sell	10,196 -1,118	-10%	-$124K	0.57%	36
2020 Q3	$1.25M	Sell	11,314 -902	-7%	-$99.9K	0.75%	31
2020 Q2	$1.35M	Sell	12,216 -10,086	-45%	-$1.12M	0.89%	25
2020 Q1	$2.48M	Buy	+22,302	New	+$2.47M	2%	14

Other funds holding SHV

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

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

NWP

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

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

BDFS Capital Rehoboth Beach, Delaware $230M AUM

Atticus Wealth Management's SHV Position: Q2 2026 in Review

Atticus Wealth Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 70% in Q2 2026, buying an estimated $1.39M and bringing the position to 30,619 shares worth $3.38M. The position accounts for 0.8% of the portfolio, ranked #23.

Atticus Wealth Management first reported a position in SHV in Q1 2020 and has held it in 26 quarters since. The position peaked at $26.4M in Q4 2022. 118 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Atticus Wealth Management held 30,619 shares of iShares 0-1 Year Treasury Bond ETF worth $3.38M as of Q2 2026.
Atticus Wealth Management bought 12,567 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.39M.
iShares 0-1 Year Treasury Bond ETF made up 0.8% of Atticus Wealth Management's portfolio in Q2 2026, its #23 holding.
Atticus Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and has held it in 26 quarters since.
Atticus Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $26.4M in Q4 2022.
118 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.