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

Continuum 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
2025 Q2	–	Sell	-563	Closed	-$62.2K	–	1370
2025 Q1	$62.2K	Sell	563 -267	-32%	-$29.4K	0.01%	621
2024 Q4	$91.4K	Sell	830 -238	-22%	-$26.2K	0.01%	537
2024 Q3	$118K	Buy	1,068 +12	+1%	+$1.32K	0.02%	491
2024 Q2	$117K	Sell	1,056 -9	-0.8%	-$992	0.02%	468
2024 Q1	$117K	Buy	+1,065	New	+$117K	0.02%	462
2022 Q4	–	Sell	-76,541	Closed	-$8.42M	–	429
2022 Q3	$8.42M	Buy	76,541 +24,207	+46%	+$2.66M	1.49%	11
2022 Q2	$5.76M	Buy	52,334 +15,121	+41%	+$1.67M	1.05%	16
2022 Q1	$4.1M	Buy	+37,213	New	+$4.1M	0.78%	23
2020 Q3	–	Sell	-3,243	Closed	-$359K	–	159
2020 Q2	$359K	Sell	3,243 -4,404	-58%	-$488K	0.23%	94
2020 Q1	$848K	Buy	+7,647	New	+$846K	0.57%	49

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Continuum Advisory's SHV Position: Q2 2025 in Review

Continuum Advisory sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 563 shares — an estimated $62.2K sold.

Continuum Advisory first reported a position in SHV in Q1 2020 and held it in 10 quarters. The position peaked at $8.42M in Q3 2022. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

Continuum Advisory reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 563 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $62.2K.
Continuum Advisory first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and held it in 10 quarters.
Continuum Advisory's iShares 0-1 Year Treasury Bond ETF position peaked at $8.42M in Q3 2022.
713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.