CIAS
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Capital Investment Advisory Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Capital Investment Advisory Services’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 		$266K Sell
2,406
-232
-9% -$25.6K 0.02% 620
2026
Q1 		$291K Buy
2,638
+212
+9% +$23.4K 0.02% 523
2025
Q4 		$267K Buy
+2,426
New +$268K 0.02% 528
2025
Q3 		– Sell
-2,423
Closed -$268K – 1133
2025
Q2 		$268K Sell
2,423
-465
-16% -$51.3K 0.02% 486
2025
Q1 		$319K Buy
2,888
+88
+3% +$9.71K 0.03% 418
2024
Q4 		$308K Hold
2,800
– – 0.03% 388
2024
Q3 		$310K Hold
2,800
– – 0.03% 398
2024
Q2 		$309K Hold
2,800
– – 0.03% 387
2024
Q1 		$310K Sell
2,800
-200
-7% -$22.1K 0.03% 391
2023
Q4 		$330K Hold
3,000
– – 0.03% 383
2023
Q3 		$331K Buy
3,000
+400
+15% +$44.1K 0.03% 367
2023
Q2 		$287K Sell
2,600
-799
-24% -$88.1K 0.03% 377
2023
Q1 		$376K Buy
3,399
+665
+24% +$73.3K 0.04% 321
2022
Q4 		$301K Hold
2,734
– – 0.04% 373
2022
Q3 		$301K Sell
2,734
-200
-7% -$22K 0.04% 352
2022
Q2 		$323K Sell
2,934
-500
-15% -$55.1K 0.04% 347
2022
Q1 		$379K Hold
3,434
– – 0.04% 342
2021
Q4 		$379K Sell
3,434
-746
-18% -$82.4K 0.04% 333
2021
Q3 		$462K Sell
4,180
-49
-1% -$5.41K 0.06% 282
2021
Q2 		$467K Sell
4,229
-137
-3% -$15.1K 0.06% 287
2021
Q1 		$482K Sell
4,366
-5,004
-53% -$553K 0.07% 257
2020
Q4 		$1.04M Buy
9,370
+792
+9% +$87.6K 0.15% 138
2020
Q3 		$950K Sell
8,578
-1,962
-19% -$217K 0.18% 117
2020
Q2 		$1.17M Sell
10,540
-2,777
-21% -$308K 0.24% 92
2020
Q1 		$1.48M Buy
13,317
+1,792
+16% +$198K 0.36% 63
2019
Q4 		$1.27M Buy
11,525
+2,658
+30% +$294K 0.34% 64
2019
Q3 		$981K Buy
8,867
+1,522
+21% +$168K 0.27% 73
2019
Q2 		$812K Sell
7,345
-453
-6% -$50.1K 0.25% 86
2019
Q1 		$862K Sell
7,798
-2,287
-23% -$253K 0.32% 57
2018
Q4 		$1.11M Buy
10,085
+336
+3% +$37.1K 0.47% 42
2018
Q3 		$1.08M Sell
9,749
-2,386
-20% -$263K 0.5% 46
2018
Q2 		$1.34M Buy
12,135
+6,766
+126% +$746K 0.67% 34
2018
Q1 		$593K Buy
+5,369
New +$592K 0.33% 75

Other funds holding SHV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
AZ
Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return
LAS
Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return

Capital Investment Advisory Services's SHV Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 8.8% in Q2 2026, selling an estimated $25.6K and leaving 2,406 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #620.

Capital Investment Advisory Services first reported a position in SHV in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.48M in Q1 2020. 215 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Capital Investment Advisory Services held 2,406 shares of iShares 0-1 Year Treasury Bond ETF worth $266K as of Q2 2026.
  • Capital Investment Advisory Services sold 232 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $25.6K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #620 holding.
  • Capital Investment Advisory Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2018 and has held it in 33 quarters since.
  • Capital Investment Advisory Services's iShares 0-1 Year Treasury Bond ETF position peaked at $1.48M in Q1 2020.
  • 215 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.