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Central Bank & Trust’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Central Bank & Trust’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 		$1.64M Sell
14,907
-315
-2% -$34.7K 0.23% 86
2026
Q1 		$1.68M Sell
15,222
-30
-0.2% -$3.31K 0.26% 85
2025
Q4 		$1.68M Sell
15,252
-56
-0.4% -$6.17K 0.26% 79
2025
Q3 		$1.69M Sell
15,308
-4,534
-23% -$500K 0.27% 77
2025
Q2 		$2.19M Buy
19,842
+11,558
+140% +$1.27M 0.36% 67
2025
Q1 		$915K Buy
8,284
+1,243
+18% +$137K 0.15% 107
2024
Q4 		$775K Buy
7,041
+463
+7% +$51.1K 0.12% 116
2024
Q3 		$728K Buy
6,578
+2,175
+49% +$240K 0.1% 127
2024
Q2 		$487K Buy
+4,403
New +$486K 0.07% 131

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
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
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
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

Central Bank & Trust's SHV Position: Q2 2026 in Review

Central Bank & Trust reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2.1% in Q2 2026, selling an estimated $34.7K and leaving 14,907 shares worth $1.64M. The position accounts for 0.23% of the portfolio, ranked #86.

Central Bank & Trust first reported a position in SHV in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.19M in Q2 2025. 158 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Central Bank & Trust held 14,907 shares of iShares 0-1 Year Treasury Bond ETF worth $1.64M as of Q2 2026.
  • Central Bank & Trust sold 315 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $34.7K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.23% of Central Bank & Trust's portfolio in Q2 2026, its #86 holding.
  • Central Bank & Trust first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Central Bank & Trust's iShares 0-1 Year Treasury Bond ETF position peaked at $2.19M in Q2 2025.
  • 158 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Central Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.