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B.O.S.S. Retirement Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

B.O.S.S. Retirement Advisors’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
-2,774
Closed -$306K – 181
2026
Q1 		$306K Buy
+2,774
New +$306K 0.09% 128
2025
Q4 		– Sell
-6,986
Closed -$772K – 204
2025
Q3 		$772K Sell
6,986
-571
-8% -$63K 0.18% 99
2025
Q2 		$834K Buy
+7,557
New +$833K 0.21% 98
2025
Q1 		– Sell
-6,976
Closed -$768K – 191
2024
Q4 		$768K Buy
+6,976
New +$769K 0.21% 95
2024
Q1 		– Sell
-2,048
Closed -$226K – 212
2023
Q4 		$226K Buy
+2,048
New +$226K 0.04% 229
2023
Q3 		– Sell
-2,709
Closed -$299K – 246
2023
Q2 		$299K Buy
2,709
+6
+0.2% +$661 0.06% 200
2023
Q1 		$299K Sell
2,703
-12,591
-82% -$1.39M 0.07% 192
2022
Q4 		$1.68M Buy
+15,294
New +$1.68M 0.43% 96

Other funds holding SHV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
OC
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
AZ
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

B.O.S.S. Retirement Advisors's SHV Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 2,774 shares — an estimated $306K sold.

B.O.S.S. Retirement Advisors first reported a position in SHV in Q4 2022 and held it in 8 quarters. The position peaked at $1.68M in Q4 2022. 182 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • B.O.S.S. Retirement Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 2,774 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $306K.
  • B.O.S.S. Retirement Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 8 quarters.
  • B.O.S.S. Retirement Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $1.68M in Q4 2022.
  • 182 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.