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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ausdal Financial Partners's SHV Position: Q1 2026 in Review

Ausdal Financial Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 18% in Q1 2026, selling an estimated $10.7M and leaving 427,077 shares worth $47.1M. The position accounts for 2.09% of the portfolio, ranked #4.

Ausdal Financial Partners first reported a position in SHV in Q4 2015 and has held it in 17 quarters since. The position peaked at $105M in Q1 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Ausdal Financial Partners held 427,077 shares of iShares 0-1 Year Treasury Bond ETF worth $47.1M as of Q1 2026.
  • Ausdal Financial Partners sold 96,803 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $10.7M.
  • iShares 0-1 Year Treasury Bond ETF made up 2.09% of Ausdal Financial Partners's portfolio in Q1 2026, its #4 holding.
  • Ausdal Financial Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2015 and has held it in 17 quarters since.
  • Ausdal Financial Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $105M in Q1 2025.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.