Consilium Wealth Advisory’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Consilium Wealth Advisory’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	$1.1M	Buy	9,972 +847	+9%	+$93.4K	0.33%	47
2026 Q1	$1.01M	Sell	9,125 -269	-3%	-$29.7K	0.34%	44
2025 Q4	$1.03M	Sell	9,394 -55	-0.6%	-$6.07K	0.38%	41
2025 Q3	$1.04M	Buy	9,449 +1,782	+23%	+$197K	0.4%	41
2025 Q2	$847K	Buy	7,667 +3,599	+88%	+$397K	0.36%	47
2025 Q1	$449K	Buy	4,068 +560	+16%	+$61.8K	0.23%	66
2024 Q4	$386K	Buy	3,508 +77	+2%	+$8.49K	0.18%	68
2024 Q3	$380K	Buy	3,431 +798	+30%	+$88.1K	0.21%	65
2024 Q2	$291K	Buy	2,633 +409	+18%	+$45.1K	0.16%	76
2024 Q1	$246K	Buy	+2,224	New	+$245K	0.14%	79

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

Consilium Wealth Advisory's SHV Position: Q2 2026 in Review

Consilium Wealth Advisory increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 9.3% in Q2 2026, buying an estimated $93.4K and bringing the position to 9,972 shares worth $1.1M. The position accounts for 0.33% of the portfolio, ranked #47.

Consilium Wealth Advisory first reported a position in SHV in Q1 2024 and has held it in 10 quarters since. 726 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Consilium Wealth Advisory held 9,972 shares of iShares 0-1 Year Treasury Bond ETF worth $1.1M as of Q2 2026.
Consilium Wealth Advisory bought 847 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $93.4K.
iShares 0-1 Year Treasury Bond ETF made up 0.33% of Consilium Wealth Advisory's portfolio in Q2 2026, its #47 holding.
Consilium Wealth Advisory first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
726 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.