Aventura Private Wealth’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Aventura Private Wealth’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	$22.1K	Sell	200 -200	-50%	-$22K	0.01%	464
2026 Q1	$44.2K	Sell	400 -450	-53%	-$49.6K	0.02%	337
2025 Q4	$93.6K	Sell	850 -1,367	-62%	-$151K	0.03%	222
2025 Q3	$245K	Sell	2,217 -650	-23%	-$71.7K	0.09%	142
2025 Q2	$317K	Sell	2,867 -2,811	-50%	-$310K	0.14%	115
2025 Q1	$627K	Buy	5,678 +3,974	+233%	+$438K	0.33%	67
2024 Q4	$188K	Buy	+1,704	New	+$188K	0.1%	138

Other funds holding SHV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

HAFG

Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

LAS

Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Aventura Private Wealth's SHV Position: Q2 2026 in Review

Aventura Private Wealth reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 50% in Q2 2026, selling an estimated $22K and leaving 200 shares worth $22.1K. The position accounts for 0.01% of the portfolio, ranked #464.

Aventura Private Wealth first reported a position in SHV in Q4 2024 and has held it in 7 quarters since. The position peaked at $627K in Q1 2025. 196 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Aventura Private Wealth held 200 shares of iShares 0-1 Year Treasury Bond ETF worth $22.1K as of Q2 2026.
Aventura Private Wealth sold 200 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $22K.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #464 holding.
Aventura Private Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $627K in Q1 2025.
196 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.