Cetera Investment Advisers
SHV icon

Cetera Investment Advisers’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Cetera Investment Advisers’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 		$58.4M Sell
528,797
-33,941
-6% -$3.74M 0.05% 359
2026
Q1 		$62.1M Sell
562,738
-199,771
-26% -$22M 0.07% 294
2025
Q4 		$84M Sell
762,509
-105,919
-12% -$11.7M 0.09% 205
2025
Q3 		$96M Buy
868,428
+143,313
+20% +$15.8M 0.11% 164
2025
Q2 		$80.1M Sell
725,115
-30,861
-4% -$3.4M 0.14% 151
2025
Q1 		$83.5M Buy
755,976
+53,485
+8% +$5.9M 0.16% 125
2024
Q4 		$77.4M Sell
702,491
-3,478
-0.5% -$384K 0.16% 125
2024
Q3 		$78.1M Buy
705,969
+161,537
+30% +$17.8M 0.17% 123
2024
Q2 		$60.2M Buy
544,432
+80,165
+17% +$8.84M 0.14% 139
2024
Q1 		$51.3M Buy
464,267
+375,648
+424% +$41.4M 0.12% 159
2023
Q4 		$9.76M Sell
88,619
-51,430
-37% -$5.67M 0.08% 235
2023
Q3 		$15.5M Sell
140,049
-62,629
-31% -$6.9M 0.13% 149
2023
Q2 		$22.4M Buy
202,678
+20,975
+12% +$2.31M 0.19% 105
2023
Q1 		$20.1M Sell
181,703
-29,313
-14% -$3.23M 0.18% 111
2022
Q4 		$23.2M Buy
211,016
+110,292
+109% +$12.1M 0.22% 86
2022
Q3 		$11.1M Sell
100,724
-3,007
-3% -$331K 0.22% 100
2022
Q2 		$11.4M Buy
103,731
+82,196
+382% +$9.06M 0.18% 113
2022
Q1 		$2.37M Buy
21,535
+14,557
+209% +$1.61M 0.03% 501
2021
Q4 		$771K Sell
6,978
-274
-4% -$30.3K 0.01% 925
2021
Q3 		$801K Sell
7,252
-3,999
-36% -$442K 0.01% 866
2021
Q2 		$1.24M Buy
11,251
+5,325
+90% +$588K 0.02% 691
2021
Q1 		$655K Sell
5,926
-461
-7% -$50.9K 0.01% 841
2020
Q4 		$706K Buy
+6,387
New +$707K 0.01% 808
2020
Q1 		– Sell
-3,463
Closed -$384K – 614
2019
Q4 		$384K Sell
3,463
-444
-11% -$49.1K 0.04% 396
2019
Q3 		$432K Buy
3,907
+1,317
+51% +$146K 0.05% 329
2019
Q2 		$287K Buy
+2,590
New +$286K 0.04% 393

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

Cetera Investment Advisers's SHV Position: Q2 2026 in Review

Cetera Investment Advisers reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 6% in Q2 2026, selling an estimated $3.74M and leaving 528,797 shares worth $58.4M. The position accounts for 0.05% of the portfolio, ranked #359.

Cetera Investment Advisers first reported a position in SHV in Q2 2019 and has held it in 26 quarters since. The position peaked at $96M in Q3 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Cetera Investment Advisers held 528,797 shares of iShares 0-1 Year Treasury Bond ETF worth $58.4M as of Q2 2026.
  • Cetera Investment Advisers sold 33,941 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.74M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.05% of Cetera Investment Advisers's portfolio in Q2 2026, its #359 holding.
  • Cetera Investment Advisers first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2019 and has held it in 26 quarters since.
  • Cetera Investment Advisers's iShares 0-1 Year Treasury Bond ETF position peaked at $96M in Q3 2025.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.