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AXS Investments’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

AXS Investments’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 		– Sell
-21,803
Closed -$2.41M – 202
2026
Q1 		$2.41M Buy
21,803
+11,503
+112% +$1.27M 0.97% 27
2025
Q4 		$1.13M Sell
10,300
-18,305
-64% -$2.02M 0.39% 69
2025
Q3 		$3.16M Buy
28,605
+14,949
+109% +$1.65M 1% 22
2025
Q2 		$1.51M Sell
13,656
-48,532
-78% -$5.35M 0.62% 59
2025
Q1 		$6.87M Buy
62,188
+9,578
+18% +$1.06M 1.9% 4
2024
Q4 		$5.79M Buy
+52,610
New +$5.8M 1.61% 9

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AXS Investments's SHV Position: Q2 2026 in Review

AXS Investments sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 21,803 shares — an estimated $2.41M sold.

AXS Investments first reported a position in SHV in Q4 2024 and held it in 6 quarters. The position peaked at $6.87M in Q1 2025. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • AXS Investments reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • AXS Investments sold 21,803 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.41M.
  • AXS Investments first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and held it in 6 quarters.
  • AXS Investments's iShares 0-1 Year Treasury Bond ETF position peaked at $6.87M in Q1 2025.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.