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Ausdal Financial Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Ausdal Financial Partners’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 		$90.2M Buy
817,426
+390,349
+91% +$43M 3.52% 1
2026
Q1 		$47.1M Sell
427,077
-96,803
-18% -$10.7M 2.09% 4
2025
Q4 		$57.7M Buy
523,880
+75,628
+17% +$8.34M 2.68% 2
2025
Q3 		$49.5M Sell
448,252
-263,594
-37% -$29.1M 2.4% 2
2025
Q2 		$78.6M Sell
711,846
-234,933
-25% -$25.9M 5.24% 1
2025
Q1 		$105M Buy
946,779
+843,151
+814% +$93M 7.88% 1
2024
Q4 		$11.4M Sell
103,628
-579,918
-85% -$64M 0.99% 19
2024
Q3 		$75.6M Sell
683,546
-6,200
-0.9% -$684K 7.85% 1
2024
Q2 		$76.2M Sell
689,746
-8,057
-1% -$888K 8.14% 1
2024
Q1 		$77.1M Buy
697,803
+13,427
+2% +$1.48M 8.96% 1
2023
Q4 		$75.4M Buy
684,376
+654,609
+2,199% +$72.2M 9.32% 1
2023
Q3 		$3.29M Sell
29,767
-591,767
-95% -$65.2M 0.45% 50
2023
Q2 		$68.6M Buy
621,534
+4,326
+0.7% +$477K 9.33% 1
2023
Q1 		$68.2M Buy
617,208
+92,578
+18% +$10.2M 9.4% 1
2022
Q4 		$57.7M Buy
524,630
+115,354
+28% +$12.7M 8.38% 1
2022
Q3 		$45M Buy
+409,276
New +$45M 7.1% 1
2020
Q3 		– Sell
-1,819
Closed -$201K – 363
2020
Q2 		$201K Buy
+1,819
New +$202K 0.07% 262
2016
Q1 		– Sell
-21
Closed -$2K – 888
2015
Q4 		$2K Buy
+21
New +$2.31K ﹤0.01% 1231

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

Ausdal Financial Partners's SHV Position: Q2 2026 in Review

Ausdal Financial Partners increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 91% in Q2 2026, buying an estimated $43M and bringing the position to 817,426 shares worth $90.2M. The position accounts for 3.52% of the portfolio, ranked #1.

Ausdal Financial Partners first reported a position in SHV in Q4 2015 and has held it in 18 quarters since. The position peaked at $105M in Q1 2025. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Ausdal Financial Partners held 817,426 shares of iShares 0-1 Year Treasury Bond ETF worth $90.2M as of Q2 2026.
  • Ausdal Financial Partners bought 390,349 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $43M.
  • iShares 0-1 Year Treasury Bond ETF made up 3.52% of Ausdal Financial Partners's portfolio in Q2 2026, its #1 holding.
  • Ausdal Financial Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2015 and has held it in 18 quarters since.
  • Ausdal Financial Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $105M in Q1 2025.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.