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Capital Advisor Network’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Capital Advisor Network’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 		$441 Hold
4
– – ﹤0.01% 168
2026
Q1 		$442 Buy
+4
New +$441 ﹤0.01% 135

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

Capital Advisor Network's SHV Position: Q2 2026 in Review

Capital Advisor Network held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 4 shares worth $441. The position accounts for ﹤0.01% of the portfolio, ranked #168.

Capital Advisor Network first reported a position in SHV in Q1 2026 and has held it in 2 quarters since. The position peaked at $442 in Q1 2026. 718 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Capital Advisor Network held 4 shares of iShares 0-1 Year Treasury Bond ETF worth $441 as of Q2 2026.
  • Capital Advisor Network left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Capital Advisor Network's portfolio in Q2 2026, its #168 holding.
  • Capital Advisor Network first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Capital Advisor Network's iShares 0-1 Year Treasury Bond ETF position peaked at $442 in Q1 2026.
  • 718 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Capital Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.