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

Concurrent Investment 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	$1.86M	Sell	16,860 -3,357	-17%	-$370K	0.02%	742
2026 Q1	$2.23M	Buy	20,217 +8,639	+75%	+$953K	0.02%	577
2025 Q4	$1.28M	Buy	11,578 +2,236	+24%	+$247K	0.01%	728
2025 Q3	$1.03M	Sell	9,342 -475	-5%	-$52.4K	0.02%	647
2025 Q2	$1.08M	Sell	9,817 -345	-3%	-$38K	0.02%	575
2025 Q1	$1.12M	Sell	10,162 -815	-7%	-$89.9K	0.03%	516
2024 Q4	$1.21M	Buy	10,977 +774	+8%	+$85.4K	0.03%	442
2024 Q3	$1.13M	Sell	10,203 -5,114	-33%	-$564K	0.03%	429
2024 Q2	$1.69M	Buy	15,317 +4,691	+44%	+$517K	0.06%	317
2024 Q1	$1.17M	Buy	10,626 +489	+5%	+$54K	0.05%	347
2023 Q4	$1.12M	Buy	+10,137	New	+$1.12M	0.05%	317

Other funds holding SHV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HAFG

Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return

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

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

Concurrent Investment Advisors's SHV Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 17% in Q2 2026, selling an estimated $370K and leaving 16,860 shares worth $1.86M. The position accounts for 0.02% of the portfolio, ranked #742.

Concurrent Investment Advisors first reported a position in SHV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.23M in Q1 2026. 278 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Concurrent Investment Advisors held 16,860 shares of iShares 0-1 Year Treasury Bond ETF worth $1.86M as of Q2 2026.
Concurrent Investment Advisors sold 3,357 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $370K.
iShares 0-1 Year Treasury Bond ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #742 holding.
Concurrent Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $2.23M in Q1 2026.
278 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.