Avantax Planning Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Avantax Planning 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	$201K	Buy	+1,825	New	+$201K	0.01%	444
2019 Q2	–	Sell	-14,646	Closed	-$1.62M	–	306
2019 Q1	$1.62M	Buy	+14,646	New	+$1.62M	0.11%	75
2018 Q4	–	Sell	-14,359	Closed	-$1.59M	–	1033
2018 Q3	$1.59M	Hold	14,359	–	–	0.13%	62
2018 Q2	$1.59M	Sell	14,359 -3,898	-21%	-$430K	0.14%	55
2018 Q1	$2.02M	Buy	+18,257	New	+$2.01M	0.17%	49

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

Avantax Planning Partners's SHV Position: Q2 2026 in Review

Avantax Planning Partners opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 1,825 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #444 among its holdings. This is a return to the name: Avantax Planning Partners previously reported a position in SHV as recently as Q1 2019.

Avantax Planning Partners first reported a position in SHV in Q1 2018 and has held it in 5 quarters since. The position peaked at $2.02M in Q1 2018. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Avantax Planning Partners held 1,825 shares of iShares 0-1 Year Treasury Bond ETF worth $201K as of Q2 2026.
iShares 0-1 Year Treasury Bond ETF was a new Avantax Planning Partners position in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #444 holding.
Avantax Planning Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2018 and has held it in 5 quarters since.
Avantax Planning Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $2.02M in Q1 2018.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.