BRWA
SHV icon

B. Riley Wealth Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

B. Riley Wealth 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
-6,969
Closed -$769K – 1001
2026
Q1 		$769K Buy
6,969
+2,678
+62% +$295K 0.05% 342
2025
Q4 		$473K Sell
4,291
-1,363
-24% -$150K 0.02% 544
2025
Q3 		$625K Sell
5,654
-1,076
-16% -$119K 0.03% 467
2025
Q2 		$743K Buy
+6,730
New +$742K 0.03% 412
2024
Q4 		$7.21M Sell
65,467
-1,434
-2% -$158K 0.24% 95
2024
Q3 		$7.4M Sell
66,901
-14,645
-18% -$1.62M 0.21% 111
2024
Q2 		$9.01M Buy
81,546
+43,347
+113% +$4.78M 0.23% 90
2024
Q1 		$4.22M Buy
38,199
+4,266
+13% +$471K 0.11% 182
2023
Q4 		$3.74M Sell
33,933
-4,266
-11% -$470K 0.1% 217
2023
Q3 		$4.22M Sell
38,199
-4,953
-11% -$546K 0.11% 182
2023
Q2 		$4.77M Sell
43,152
-2,498
-5% -$275K 0.11% 194
2023
Q1 		$5.04M Buy
45,650
+190
+0.4% +$20.9K 0.13% 171
2022
Q4 		$5M Sell
45,460
-7,256
-14% -$798K 0.14% 165
2022
Q3 		$5.8M Buy
52,716
+40,471
+331% +$4.45M 0.18% 128
2022
Q2 		$1.35M Buy
12,245
+3,837
+46% +$423K 0.06% 329
2022
Q1 		$928K Buy
8,408
+3,946
+88% +$435K 0.03% 521
2021
Q4 		$493K Hold
4,462
– – 0.01% 817
2021
Q3 		$493K Sell
4,462
-45,670
-91% -$5.05M 0.02% 788
2021
Q2 		$5.54M Buy
50,132
+43,531
+659% +$4.81M 0.18% 129
2021
Q1 		$730K Buy
6,601
+3,243
+97% +$358K 0.03% 578
2020
Q4 		$372K Sell
3,358
-11,755
-78% -$1.3M 0.02% 641
2020
Q3 		$1.67M Buy
15,113
+52
+0.3% +$5.76K 0.09% 228
2020
Q2 		$1.67M Sell
15,061
-10,266
-41% -$1.14M 0.11% 194
2020
Q1 		$2.81M Buy
25,327
+20,793
+459% +$2.3M 0.24% 103
2019
Q4 		$501K Sell
4,534
-4,222
-48% -$467K 0.04% 436
2019
Q3 		$969K Sell
8,756
-59
-0.7% -$6.52K 0.1% 227
2019
Q2 		$976K Buy
8,815
+634
+8% +$70.1K 0.11% 207
2019
Q1 		$905K Buy
8,181
+900
+12% +$99.4K 0.11% 202
2018
Q4 		$804K Buy
7,281
+710
+11% +$78.3K 0.11% 189
2018
Q3 		$726K Buy
6,571
+274
+4% +$30.2K 0.09% 243
2018
Q2 		$696K Buy
6,297
+686
+12% +$75.7K 0.09% 243
2018
Q1 		$620K Buy
+5,611
New +$619K 0.09% 255

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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SCA
Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
CAG
Cypress Advisory Group Scottsdale, Arizona $129M AUM 10.74% 1-Year Est. Return

B. Riley Wealth Advisors's SHV Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 6,969 shares — an estimated $769K sold.

B. Riley Wealth Advisors first reported a position in SHV in Q1 2018 and held it in 32 quarters. The position peaked at $9.01M in Q2 2024. 141 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,969 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $769K.
  • B. Riley Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2018 and held it in 32 quarters.
  • B. Riley Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $9.01M in Q2 2024.
  • 141 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.