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 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

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

Capital Advisors Ltd's SHV Position: Q2 2026 in Review

Capital Advisors Ltd increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 6% in Q2 2026, buying an estimated $135K and bringing the position to 21,507 shares worth $2.37M. The position accounts for 0.24% of the portfolio, ranked #69.

Capital Advisors Ltd first reported a position in SHV in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.03M in Q3 2023. 142 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Capital Advisors Ltd held 21,507 shares of iShares 0-1 Year Treasury Bond ETF worth $2.37M as of Q2 2026.
Capital Advisors Ltd bought 1,224 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $135K.
iShares 0-1 Year Treasury Bond ETF made up 0.24% of Capital Advisors Ltd's portfolio in Q2 2026, its #69 holding.
Capital Advisors Ltd first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
Capital Advisors Ltd's iShares 0-1 Year Treasury Bond ETF position peaked at $5.03M in Q3 2023.
142 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.