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

Colonial Trust 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	$7.72K	Hold	70	–	–	﹤0.01%	611
2026 Q1	$7.73K	Hold	70	–	–	﹤0.01%	565
2025 Q4	$7.71K	Hold	70	–	–	﹤0.01%	543
2025 Q3	$7.73K	Hold	70	–	–	﹤0.01%	528
2025 Q2	$7.73K	Hold	70	–	–	﹤0.01%	548
2025 Q1	$7.73K	Hold	70	–	–	﹤0.01%	525
2024 Q4	$7.71K	Buy	+70	New	+$7.72K	﹤0.01%	515
2024 Q2	–	Sell	-70	Closed	-$7.74K	–	985
2024 Q1	$7.74K	Hold	70	–	–	﹤0.01%	642
2023 Q4	$7.71K	Hold	70	–	–	﹤0.01%	541
2023 Q3	$7.73K	Hold	70	–	–	﹤0.01%	545
2023 Q2	$7.73K	Buy	+70	New	+$7.72K	﹤0.01%	562
2020 Q1	–	Sell	-2,019	Closed	-$223K	–	155
2019 Q4	$223K	Buy	2,019 +14	+0.7%	+$1.55K	0.04%	150
2019 Q3	$222K	Buy	+2,005	New	+$222K	0.04%	149

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Colonial Trust Advisors's SHV Position: Q2 2026 in Review

Colonial Trust Advisors held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 70 shares worth $7.72K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Colonial Trust Advisors first reported a position in SHV in Q3 2019 and has held it in 13 quarters since. The position peaked at $223K in Q4 2019. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Colonial Trust Advisors held 70 shares of iShares 0-1 Year Treasury Bond ETF worth $7.72K as of Q2 2026.
Colonial Trust Advisors left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #611 holding.
Colonial Trust Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2019 and has held it in 13 quarters since.
Colonial Trust Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $223K in Q4 2019.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.