Capital Advisors Ltd
SHV icon

Capital Advisors Ltd’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Capital Advisors Ltd’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
Q3 		$2.41M Buy
21,855
+348
+2% +$38.4K 0.24% 68
2026
Q2 		$2.37M Buy
21,507
+1,224
+6% +$135K 0.24% 69
2026
Q1 		$2.24M Sell
20,283
-591
-3% -$65.2K 0.25% 68
2025
Q4 		$2.3M Buy
20,874
+3,981
+24% +$439K 0.26% 63
2025
Q3 		$1.87M Sell
16,893
-185
-1% -$20.4K 0.21% 69
2025
Q2 		$1.89M Sell
17,078
-9,326
-35% -$1.03M 0.23% 64
2025
Q1 		$2.92M Sell
26,404
-935
-3% -$103K 0.38% 41
2024
Q4 		$3.01M Sell
27,339
-5,158
-16% -$569K 0.38% 42
2024
Q3 		$3.6M Buy
32,497
+1,165
+4% +$129K 0.45% 38
2024
Q2 		$3.46M Buy
31,332
+2,196
+8% +$242K 0.45% 39
2024
Q1 		$3.22M Sell
29,136
-12,987
-31% -$1.43M 0.42% 41
2023
Q4 		$4.64M Sell
42,123
-3,433
-8% -$378K 0.65% 30
2023
Q3 		$5.03M Buy
45,556
+282
+0.6% +$31.1K 0.77% 28
2023
Q2 		$5M Buy
45,274
+7,145
+19% +$788K 0.75% 27
2023
Q1 		$4.21M Buy
38,129
+30,042
+371% +$3.31M 0.69% 28
2022
Q4 		$889K Buy
8,087
+8,004
+9,643% +$880K 0.15% 87
2022
Q3 		$9K Buy
+83
New +$9.13K ﹤0.01% 555

Other funds holding SHV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
AdvisorShares Investments
AdvisorShares Investments Bethesda, Maryland $796M AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Capital Advisors Ltd's SHV Position: Q3 2026 in Review

Capital Advisors Ltd increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.6% in Q3 2026, buying an estimated $38.4K and bringing the position to 21,855 shares worth $2.41M. The position accounts for 0.24% of the portfolio, ranked #68.

Capital Advisors Ltd first reported a position in SHV in Q3 2022 and has held it in 17 quarters since. The position peaked at $5.03M in Q3 2023. 521 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Capital Advisors Ltd held 21,855 shares of iShares 0-1 Year Treasury Bond ETF worth $2.41M as of Q3 2026.
  • Capital Advisors Ltd bought 348 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $38.4K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.24% of Capital Advisors Ltd's portfolio in Q3 2026, its #68 holding.
  • Capital Advisors Ltd first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and has held it in 17 quarters since.
  • Capital Advisors Ltd's iShares 0-1 Year Treasury Bond ETF position peaked at $5.03M in Q3 2023.
  • 521 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.