Beacon Pointe Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Beacon Pointe 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	$14.9M	Sell	135,360 -7,403	-5%	-$816K	0.07%	252
2026 Q1	$15.8M	Sell	142,763 -2,408	-2%	-$266K	0.08%	218
2025 Q4	$16M	Buy	145,171 +11,237	+8%	+$1.24M	0.11%	183
2025 Q3	$14.8M	Buy	+133,934	New	+$14.8M	0.13%	165
2024 Q2	–	Sell	-3,093	Closed	-$342K	–	1372
2024 Q1	$342K	Buy	3,093 +1,152	+59%	+$127K	﹤0.01%	1062
2023 Q4	$214K	Sell	1,941 -2,359	-55%	-$260K	﹤0.01%	1199
2023 Q3	$475K	Buy	4,300 +2,053	+91%	+$226K	0.01%	899
2023 Q2	$248K	Sell	2,247 -1,228	-35%	-$135K	﹤0.01%	941
2023 Q1	$384K	Buy	+3,475	New	+$383K	0.01%	843
2022 Q4	–	Sell	-26,795	Closed	-$2.95M	–	1102
2022 Q3	$2.95M	Sell	26,795 -1,184	-4%	-$130K	0.07%	240
2022 Q2	$3.08M	Buy	27,979 +1,236	+5%	+$136K	0.07%	252
2022 Q1	$2.95M	Buy	26,743 +24,113	+917%	+$2.66M	0.04%	366
2021 Q4	$290K	Buy	2,630 +800	+44%	+$88.4K	0.01%	744
2021 Q3	$202K	Buy	+1,830	New	+$202K	0.01%	858
2021 Q2	–	Sell	-15,035	Closed	-$1.66M	–	839
2021 Q1	$1.66M	Buy	+15,035	New	+$1.66M	0.1%	157

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

Beacon Pointe Advisors's SHV Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 5.2% in Q2 2026, selling an estimated $816K and leaving 135,360 shares worth $14.9M. The position accounts for 0.07% of the portfolio, ranked #252.

Beacon Pointe Advisors first reported a position in SHV in Q1 2021 and has held it in 15 quarters since. The position peaked at $16M in Q4 2025. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Beacon Pointe Advisors held 135,360 shares of iShares 0-1 Year Treasury Bond ETF worth $14.9M as of Q2 2026.
Beacon Pointe Advisors sold 7,403 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $816K.
iShares 0-1 Year Treasury Bond ETF made up 0.07% of Beacon Pointe Advisors's portfolio in Q2 2026, its #252 holding.
Beacon Pointe Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2021 and has held it in 15 quarters since.
Beacon Pointe Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $16M in Q4 2025.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.