Avantax Advisory Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Avantax Advisory Services’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
2025 Q2	$4.18M	Sell	37,819 -1,496	-4%	-$165K	0.02%	513
2025 Q1	$4.34M	Sell	39,315 -11,858	-23%	-$1.31M	0.03%	461
2024 Q4	$5.63M	Sell	51,173 -8,938	-15%	-$986K	0.04%	362
2024 Q3	$6.65M	Sell	60,111 -4,097	-6%	-$452K	0.04%	324
2024 Q2	$7.09M	Buy	64,208 +28,994	+82%	+$3.2M	0.05%	282
2024 Q1	$3.89M	Sell	35,214 -200,405	-85%	-$22.1M	0.03%	368
2023 Q4	$25.9M	Buy	235,619 +14,622	+7%	+$1.61M	0.26%	52
2023 Q3	$24.4M	Buy	220,997 +13,881	+7%	+$1.53M	0.27%	51
2023 Q2	$22.9M	Buy	207,116 +16,565	+9%	+$1.83M	0.26%	57
2023 Q1	$21.1M	Buy	190,551 +8,716	+5%	+$960K	0.26%	56
2022 Q4	$20M	Buy	181,835 +156,115	+607%	+$17.2M	0.27%	53
2022 Q3	$2.83M	Buy	25,720 +10,737	+72%	+$1.18M	0.04%	311
2022 Q2	$1.65M	Buy	14,983 +11,063	+282%	+$1.22M	0.02%	422
2022 Q1	$432K	Sell	3,920 -702	-15%	-$77.4K	0.01%	847
2021 Q4	$510K	Buy	4,622 +862	+23%	+$95.2K	0.01%	754
2021 Q3	$416K	Sell	3,760 -1,309	-26%	-$145K	0.01%	783
2021 Q2	$560K	Sell	5,069 -490	-9%	-$54.1K	0.01%	664
2021 Q1	$612K	Buy	5,559 +1,335	+32%	+$148K	0.01%	561
2020 Q4	$466K	Sell	4,224 -17,932	-81%	-$1.98M	0.01%	578
2020 Q3	$2.45M	Buy	22,156 +18,774	+555%	+$2.08M	0.04%	326
2020 Q2	$373K	Sell	3,382 -22	-0.6%	-$2.44K	0.01%	565
2020 Q1	$377K	Buy	3,404 +882	+35%	+$97.6K	0.01%	507
2019 Q4	$277K	Buy	+2,522	New	+$279K	0.01%	653

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Avantax Advisory Services's SHV Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3.8% in Q2 2025, selling an estimated $165K and leaving 37,819 shares worth $4.18M. The position accounts for 0.02% of the portfolio, ranked #513.

Avantax Advisory Services first reported a position in SHV in Q4 2019 and has held it in 23 quarters since. The position peaked at $25.9M in Q4 2023. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

Avantax Advisory Services held 37,819 shares of iShares 0-1 Year Treasury Bond ETF worth $4.18M as of Q2 2025.
Avantax Advisory Services sold 1,496 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $165K.
iShares 0-1 Year Treasury Bond ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #513 holding.
Avantax Advisory Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 23 quarters since.
Avantax Advisory Services's iShares 0-1 Year Treasury Bond ETF position peaked at $25.9M in Q4 2023.
713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.