Authentikos Wealth Advisory’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Authentikos Wealth Advisory’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	$1.37M	Sell	12,459 -1,276	-9%	-$141K	0.88%	31
2026 Q1	$1.52M	Sell	13,735 -2,039	-13%	-$225K	1.02%	30
2025 Q4	$1.74M	Sell	15,774 -1,394	-8%	-$154K	1.15%	31
2025 Q3	$1.9M	Sell	17,168 -250	-1%	-$27.6K	1.25%	30
2025 Q2	$1.92M	Buy	17,418 +8,801	+102%	+$970K	1.34%	28
2025 Q1	$952K	Buy	8,617 +5,078	+143%	+$560K	0.74%	36
2024 Q4	$390K	Sell	3,539 -4,350	-55%	-$480K	0.39%	51
2024 Q3	$873K	Buy	+7,889	New	+$871K	0.84%	34
2024 Q2	–	Sell	-9,064	Closed	-$1M	–	61
2024 Q1	$1M	Buy	9,064 +1,009	+13%	+$111K	1.01%	24
2023 Q4	$887K	Sell	8,055 -820	-9%	-$90.4K	0.94%	26
2023 Q3	$980K	Sell	8,875 -895	-9%	-$98.7K	0.95%	26
2023 Q2	$1.08M	Buy	9,770 +6,435	+193%	+$709K	1.02%	26
2023 Q1	$367K	Buy	+3,335	New	+$367K	0.37%	44

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Authentikos Wealth Advisory's SHV Position: Q2 2026 in Review

Authentikos Wealth Advisory reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 9.3% in Q2 2026, selling an estimated $141K and leaving 12,459 shares worth $1.37M. The position accounts for 0.88% of the portfolio, ranked #31.

Authentikos Wealth Advisory first reported a position in SHV in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.92M in Q2 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Authentikos Wealth Advisory held 12,459 shares of iShares 0-1 Year Treasury Bond ETF worth $1.37M as of Q2 2026.
Authentikos Wealth Advisory sold 1,276 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $141K.
iShares 0-1 Year Treasury Bond ETF made up 0.88% of Authentikos Wealth Advisory's portfolio in Q2 2026, its #31 holding.
Authentikos Wealth Advisory first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Authentikos Wealth Advisory's iShares 0-1 Year Treasury Bond ETF position peaked at $1.92M in Q2 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Authentikos Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.