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

Clearstead Advisors’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 		$608K Sell
5,511
-2,200
-29% -$242K 0.01% 687
2026
Q1 		$851K Sell
7,711
-1,450
-16% -$160K 0.01% 570
2025
Q4 		$1.01M Sell
9,161
-10,160
-53% -$1.12M 0.01% 473
2025
Q3 		$2.13M Sell
19,321
-11,831
-38% -$1.3M 0.03% 314
2025
Q2 		$3.44M Buy
31,152
+488
+2% +$53.8K 0.05% 237
2025
Q1 		$3.39M Sell
30,664
-21,868
-42% -$2.41M 0.05% 226
2024
Q4 		$5.78M Sell
52,532
-672
-1% -$74.1K 0.09% 168
2024
Q3 		$5.89M Sell
53,204
-31,401
-37% -$3.47M 0.09% 165
2024
Q2 		$9.35M Buy
84,605
+79,233
+1,475% +$8.74M 0.16% 130
2024
Q1 		$592K Sell
5,372
-7,563
-58% -$834K 0.03% 293
2023
Q4 		$1.42M Buy
12,935
+8,041
+164% +$886K 0.08% 179
2023
Q3 		$541K Buy
4,894
+545
+13% +$60.1K 0.03% 282
2023
Q2 		$480K Sell
4,349
-5,031
-54% -$555K 0.03% 295
2023
Q1 		$1.04M Buy
9,380
+254
+3% +$28K 0.08% 176
2022
Q4 		$1M Buy
+9,126
New +$1M 0.08% 172
2022
Q2 		– Sell
-85
Closed -$9K – 1428
2022
Q1 		$9K Sell
85
-670
-89% -$73.9K ﹤0.01% 1002
2021
Q4 		$83K Sell
755
-65
-8% -$7.18K 0.01% 565
2021
Q3 		$91K Sell
820
-81
-9% -$8.95K 0.01% 503
2021
Q2 		$100K Hold
901
– – 0.01% 453
2021
Q1 		$100K Hold
901
– – 0.01% 440
2020
Q4 		$100K Sell
901
-297
-25% -$32.9K 0.01% 413
2020
Q3 		$133K Sell
1,198
-359
-23% -$39.7K 0.01% 331
2020
Q2 		$172K Buy
1,557
+4
+0.3% +$443 0.02% 289
2020
Q1 		$172K Buy
+1,553
New +$172K 0.03% 255

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

Clearstead Advisors's SHV Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 29% in Q2 2026, selling an estimated $242K and leaving 5,511 shares worth $608K. The position accounts for 0.01% of the portfolio, ranked #687.

Clearstead Advisors first reported a position in SHV in Q1 2020 and has held it in 24 quarters since. The position peaked at $9.35M in Q2 2024. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Clearstead Advisors held 5,511 shares of iShares 0-1 Year Treasury Bond ETF worth $608K as of Q2 2026.
  • Clearstead Advisors sold 2,200 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $242K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #687 holding.
  • Clearstead Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and has held it in 24 quarters since.
  • Clearstead Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $9.35M in Q2 2024.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.