Brookstone Capital Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Brookstone Capital Management’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	$1.63M	Buy	14,762 +644	+5%	+$71K	0.02%	552
2026 Q1	$1.56M	Buy	14,118 +7,825	+124%	+$863K	0.02%	518
2025 Q4	$693K	Sell	6,293 -2,983	-32%	-$329K	0.01%	749
2025 Q3	$1.02M	Sell	9,276 -511	-5%	-$56.4K	0.01%	599
2025 Q2	$1.08M	Sell	9,787 -702	-7%	-$77.4K	0.01%	556
2025 Q1	$1.16M	Sell	10,489 -335	-3%	-$36.9K	0.02%	518
2024 Q4	$1.19M	Sell	10,824 -9,048	-46%	-$998K	0.02%	489
2024 Q3	$2.2M	Buy	19,872 +2,654	+15%	+$293K	0.03%	366
2024 Q2	$1.9M	Sell	17,218 -7,057	-29%	-$778K	0.03%	379
2024 Q1	$2.68M	Buy	24,275 +57	+0.2%	+$6.29K	0.05%	311
2023 Q4	$2.67M	Sell	24,218 -88,558	-79%	-$9.76M	0.05%	286
2023 Q3	$12.4M	Sell	112,776 -118,131	-51%	-$13M	0.27%	100
2023 Q2	$25.4M	Buy	230,907 +2,289	+1%	+$252K	0.51%	46
2023 Q1	$25.2M	Sell	228,618 -22,716	-9%	-$2.5M	0.49%	55
2022 Q4	$27.6M	Buy	251,334 +54,559	+28%	+$6M	0.56%	47
2022 Q3	$21.6M	Buy	196,775 +43,255	+28%	+$4.76M	0.5%	52
2022 Q2	$16.9M	Buy	153,520 +150,743	+5,428%	+$16.6M	0.37%	71
2022 Q1	$306K	Buy	+2,777	New	+$306K	0.01%	650
2020 Q4	–	Sell	-27,115	Closed	-$3M	–	510
2020 Q3	$3M	Sell	27,115 -7,418	-21%	-$821K	0.14%	112
2020 Q2	$3.82M	Buy	+34,533	New	+$3.83M	0.24%	63
2015 Q4	–	Sell	-198	Closed	-$22K	–	756
2015 Q3	$22K	Buy	198 +133	+205%	+$14.7K	﹤0.01%	741
2015 Q2	$7K	Sell	65 -168,204	-100%	-$18.5M	﹤0.01%	1380
2015 Q1	$18.6M	Buy	+168,269	New	+$18.6M	2.81%	5

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

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

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

Brookstone Capital Management's SHV Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 4.6% in Q2 2026, buying an estimated $71K and bringing the position to 14,762 shares worth $1.63M. The position accounts for 0.02% of the portfolio, ranked #552.

Brookstone Capital Management first reported a position in SHV in Q1 2015 and has held it in 23 quarters since. The position peaked at $27.6M in Q4 2022. 141 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Brookstone Capital Management held 14,762 shares of iShares 0-1 Year Treasury Bond ETF worth $1.63M as of Q2 2026.
Brookstone Capital Management bought 644 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $71K.
iShares 0-1 Year Treasury Bond ETF made up 0.02% of Brookstone Capital Management's portfolio in Q2 2026, its #552 holding.
Brookstone Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2015 and has held it in 23 quarters since.
Brookstone Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $27.6M in Q4 2022.
141 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.